A Pension Analyst takes responsibility for managing pension records and maintain an accurate database of all participants. Roles and responsibilities relating to the role are listed on the Pension Analyst Resume as – answering to participant inquiries; providing support to the pension management team, training junior analysts, handling paperwork, calculating pension benefits; maintaining participant database up-to-date; reviewing pension records, responding to inquiries; preparing pension summaries and paperwork; providing administrative support; conducting training and reviewing records accuracy and completeness. The job description also includes assisting auditors and assisting in the implementation of process improvements.
The main job requirements include – knowledge of pension funds procedures; confidence working with numbers and spreadsheets; financial skills; wide knowledge of PS pension applications, and a solid understanding of employee benefits legislation and compliance. Successful resumes embrace a degree in finance or economy.
Headline : To obtain a rewarding full time Pension Analyst position within a company that will enable me to use my experience and to obtain new skills to further my career and knowledge and continue to work towards a CPA.
Skills : MS Office, Communication Skills, Analytical Skill.
Description :
Processed monthly check run for over 7,500 pensioners in a timely fashion for Multiemployer Plan.
Expedited pension applications, including pension calculations based on relevant plan rules.
Redesigned and simplified Member Pension Forms and Forms for internal use streamlining procedures and improving member satisfaction.
Coordinated with Legal Counsel to respond to all Department legal issues (Subpoenas, legal requests for records, appeal letters, Qualified Domestic Relations Orders, etc).
Customized and prepared annual required ERISA mailings and disclosures to all participants of the Pension Fund such as Summary Plan Descriptions, Summary Material Modifications, Pension Funding Notices, Summary Annual Reports, etc.
Efficiently and accurately performed detailed member data entry and created detailed reports in BASYS (Benefits Administration Software).
Consulted with membership in English and Spanish personally and by phone regarding Retirement Plans.
Experience
5-7 Years
Level
Executive
Education
GED
Pension Analyst Resume
Objective : An accomplished Pension Analyst professional, with a proven record of providing organizational, administrative and analytical strengths, with emphasis on detail and accuracy. Strong inter-personal skills interacting with all levels of management professionally and confidentially. Self-motivated, highly organized contributor, accustomed to a fast-paced environment.
Skills : Interpersonal Skills, Management Skills, Problem Solving Skills.
Description :
Collected, manipulated, reconciled, and reviewed participant data identifying and resolving issues as they arise.
Prepared moderately complex benefit calculations and trust instructions.
Maintained complete and accurate work papers and audit trails.
Created internal administrative manuals for clients if one does not exist (obtain and create plan documents and sample letters), Exhibit ability to perform advanced calculations or analysis and gain an in-depth understanding of specific areas.
Applied professional excellence concepts and use tools to ensure efficient and quality outputs/service delivery, i.e.; do check.
Responsible for scanning and uploading incoming mail to the case records.
Set up payments in benefit connect.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Pension Analyst Resume
Summary : Highly qualified Pension Analyst with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Inventory Management, Management Skills, Microsoft Excel.
Description :
Processed pension and health & welfare benefits from the intent to retire to the request of the initial benefit payment from the plan Trustee for Johns Manville Salaried and Hourly participants.
Provided inbound/outbound calls to Retirees, Active Employees, Surviving Spouses, and Beneficiaries regarding their pension benefits, health & welfare, and death benefits in a clear and concise manner.
Generated and mailed Retiree Medical, Retirement and Disability packages including all the necessary forms to begin the retirement process including direct deposit forms, beneficiary election forms, Federal and State withholding forms, medical enrollment forms, medical rate sheet, plan designs (PPO POS, HMO, etc.).
Monitored in-box time management by closing all cases in a timely manner to the use of Siebel Case Management.
Determined retiree's pension and medical benefits eligibility according to the plan document.
Answered any questions or concerns about the formula that was used to calculate their benefit.
Researched and responded to inquiries regarding all aspects of pension benefits from Tier 1 and pension plan participants.
Experience
10+ Years
Level
Senior
Education
G.E.D
Pension Analyst Resume
Objective : To obtain a Pension Analyst with 2 years of experience in supporting the Defined Benefits Team Leaders and clients by serving as a subject matter expert as a technical systems resource for the defined benefit plans.
Analyzed and calculated requests for pension benefits in compliance with Plan Documents and ERISA guidelines.
Acted as a resource for employee retiree benefit questions regarding pension and disability benefits for employees and retirees.
Educated employees on their retirement pension benefit options and guidelines for the process.
Reviewed documents for completeness and accuracy prior to benefits being paid to a retiree or alternate payee.
Prepared applications for payroll submission.
Worked closely with internal customers and employees to ensure a smooth retirement transition.
Recognized four times for Above and Beyond Award - internal recognition of a job well done.
Experience
2-5 Years
Level
Junior
Education
Master of Science
Pension Analyst Resume
Summary : Seeking a Pension Analyst position with 3 years of experience in Managing individual participant requests as well as plan level data processing and analysis. Responsible for Completing and peer reviewing pension calculations for plan participants who are initiating their retirement benefit.
Skills : Microsoft Office Suites, Typing 50 WPM, Organizational Development, Presentation, Filing, Filemaker, Teaching, Powerpoint, Word.
Description :
Responsible for playing a key role in the pension administration outsourcing business by serving as the link between consultants, external clients, and the internal team of system developers to serve client needs.
Performed plan benefit calculations, annual data updates, and prepared benefit statements for clients.
Worked in a team of plan administrators to complete tasks to ensure a unified delivery of service to clients.
Gained a thorough understanding of plan design for individual clients adhering to plan documents and government regulations in administering plans.
Produced task-focused training and reference content for varied internal audiences.
Created a process to coordinate and track inventory to ensure that supply is in accordance with client needs.
Facilitated meetings to successfully manage employees in the scanning department.
Experience
7-10 Years
Level
Management
Education
Master of Science
Pension Analyst Resume
Headline : Seeking a Pension Analyst position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team work.
Skills : MS Office, Coordinating Skills, Analytical Skills.
Description :
Calculated retirement benefit estimates, review applications, communicate with members, report to the Board of Trustees, balance monthly ledger, and process pension checks.
Determined eligibility for and calculate monthly benefits of participants based upon a thorough understanding of complex plan provisions.
Balanced monthly ledger, process monthly pension checks, and print manual checks.
Reviewed monthly and yearly exception reports.
Coordinated with the Programming department by explaining and testing plan provisions that are programmed into the pension history and pension qualification calculation programs.
Maintained changes in benefit status and the amount for participants.
Communicated clearly with participants, both verbally and through written communications.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Pension Analyst Resume
Headline : Pension Analyst with 4 years of experience in Researching, analyzing, and processing vested and retirement files which included correcting earnings, service dates, points, etc.
Skills : Multitasking, Team Work, MS Office.
Description :
Performed benefit calculations, annual actuarial valuations, compliance testing, and government filings.
Responsible for monthly and quarterly recordkeeping for various social security alternative and 401(k) retirement plans.
Reconciled plan trust statements and evaluated participant data.
Conducted annual discrimination testing and various special interest projects.
Worked closely with clients to resolve issues and communicate results.
Upkeep of financial records and reconciling the financial accounts to ensure they are duly balanced.
Recorded and processed members' pension and loan accounts receivables.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Pension Analyst Resume
Headline : As a Pension Analyst, responsible for Counseling employees on retirement options and pension choice opportunities for a complex number of pension plans Worked on Green Belt project.
Skills : Analytics, Data Manipulation, Business Development, Client Relations, Customer Service, Forecasting, Operations Improvement, Microsoft Word.
Description :
Researched over 5,000 participants for data clean-up regarding date of hire, date of birth, joint annuitant benefits.
Researched done through paper files, microfiche, & electronic imaging system.
Data cleaned-up of all active & historical Qualified Domestic Relations Orders (QDROs).
Researched involved over 1,300 QDROs Perform Service Audit Reports and 10-year Earnings Statements for participants Assisted in sending out overpayment letters to pensioners who require repayment of monies to the Trust.
Performed data entry to input Term Vest participants, Surviving Spouses & Retirees into the company's electronic imaging system.
Tasked with creating and implementing internal programs to booster employee engagement; with the deployment of various programs within HR services, our engagement scores rose 5% in one-year time.
Processed retirees death claims in a 7-10 business day turnaround time as required by the client.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science
Pension Analyst Resume
Headline : Pension Analyst with 5 years of experience in Communicating and gathering missing and/or inaccurate plan data required for annual plan administration. Responsible for Retrieving yearly statements from record keeping vendors, etc.
Implemented an internal audit of the pension plan for over 80,000 participants.
Collaborated with third party administrator, plan actuary, and auditors on administration and plan provisions and eligibility including calculations.
Reconciled data to Identify and correct issues.
Maintained confidential employee data information used to determine benefit eligibility.
Participated in testing new benefit programs.
Assisted retirees, beneficiaries, and employees with claims and problem resolution.
Processed pension data into an actuarial valuation report.
Experience
5-7 Years
Level
Executive
Education
Bachelor Of Science
Pension Analyst Resume
Objective : As a Pension Analyst, responsible for Resolving customer service and billing complaints by exchanging merchandise, providing refunds, and adjusting billing invoices.
Skills : Customer Service, MS Office, Assisting Skills, Analytical Skills.
Description :
Researched and downloaded payments submitted by agencies on an excel spreadsheet.
Uploaded the amount, payroll date, and agency numbers from excel file to access database Debited all deposits received and credited payrolls.
Reconciled payroll disbursed and deposit received during the day.
Converted payroll due from customers' database to a newly created excel spreadsheet and secured them with macros and text files.
Uploaded and submitted files to financial institutions for processing.
Adjusted daily submissions on the database to correspond with the financial statements.
Assisted with the selection and review of plan trustees, investment managers, record keepers, and actuaries.
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