Pension Administrator Resume Samples

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Pension Administrators support their clients’ best interests by running pension schemes. These workers are employed by insurance companies and are required to complete the following duties: taking incoming phone calls, liaising between company and scheme members, maintaining records, calculating money amounts, processing payments, and adhering to tax laws. Resume samples for Pension Administrator showcase job assets like customer service, financial knowledge, analytical thinking, administrative skills, computer competences, and confidentiality. Employees select resumes displaying at least a high school diploma and provide on-the-job training.

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1

Pension Administrator

Calculated pension and social security benefits, administered monthly, lump sum and non-qualified plan payments, and reconciled trust account monthly for 14,000 employees.

  • Conducted weekly retirement counseling sessions for retiring employees.
  • Provided exceptional customer service explaining pension plan provisions.
  • Researched and analyzed pension inquiries, calculated and communicated survivor benefits, as well as retiree dental and medical benefits.
  • Created procedure manual and improved an outdated calculation worksheet, making it more user friendly.
Candidate Info
5
years in
workforce
2
years
at this job
BA
Human Resource Management
2

Pension Administrator

  • Communicated with clients and retiree’s for the entire pension unit
  • Organized and tracked all written correspondence directed to the group pension/defined benefit unit to guarantee rapid turnaround
  • Experience in daily balancing of all finances in immediate work area
  • Assisted in the daily transactions with home office retirement services and participants to commence retirements
  • Served as coordinator for all PC Software related inquires including: IMS, Equifax, Word, TSO, Internet, Intranet, Lotus Notes, Excel Oracle
  • Led a team of trainers to new employment location, trained and educated newly hired employees on basic standards of defined benefits
Candidate Info
14
years in
workforce
14
years
at this job
AAS
Business Management
3

Pension Administrator

  • Facilitate a broad range of functions including actuarial valuation database maintenance and administration of pension benefits for defined benefit and defined contribution plans.
  • Implemented administrative programs that reduced redundancy, streamlined processes and improved daily operations.
  • Offer attentive and personalized service to high volume of calls.
  • Work with stringent deadlines to manage multi-million dollar monthly pension payrolls in the United States and Canada.
  • Research account transactions, demonstrating a keen ability to recognize and resolve discrepancies.
  • Interface regularly with data base vendors, brokers, actuaries and attorneys to ensure compliance and resolve questions.
  • Participate in internal and external audits, including implementation of corrective actions.
Candidate Info
36
years in
workforce
7
years
at this job
4

Senior Pension Administrator

Perform Nondiscrimination, Top Heavy and Coverage Testing for Defined Contribution Plan

  • Calculate plan contributions and allocations
  • Prepare and deliver IRS Form 5500 with schedules
  • Advise and act as liaising with plan sponsors and financial advisors on all aspects of plan administration
  • Monitor plan and participant limits
  • Plan audit support, including reconciliations and preparation of reports
  • Set up and maintain plan on Relius recordkeeping system
Candidate Info
24
years in
workforce
3
months
at this job
American Studies
5

Junior Pension Administrator

  • Assist in building client databases to accurately and efficiently manage participant's information.
  • Responsible for maintaining the 805 plan documents in the Chardon Rubber Company Retirement Plan.
  • Application Review and Processing for approximately 25 new participants plans monthly, 300 annually.
  • Review and daily process of 5 Power of Attorneys and 15 benefit calculations in participant files.
  • Supports the Senior Administrator in the issuance of benefit determination letters and payment authorizations.
  • Assist participants with inquiries regarding their pension plans with an average ACD (Automated Call Distribution) score of 90/100 year-to-date 2016, in the 95th percentile for the company.
Candidate Info
10
years in
workforce
3
years
at this job
BFA
Motion Graphics
6

Pension Administrator

  • Preparation and submission of tax forms for corporate retirement plans
  • Determination of employee benefits for valuation purposes
  • Review of employee census data
  • Primary administrator of daily valuation software
  • Extensive use of Excel, Word and ASC Valuation Software
  • Communicate with clients about business growth and desired goals in regards to retirement plans and tax deductions
Candidate Info
14
years in
workforce
7
years
at this job
BA
Economics
7

Pension Administrator

  • Completing a preliminary review of returned commencement kits for correctness and completeness
  • Data entry into various [company name] administrative tools
  • Completing preliminary payment setups, working directly with various trustees
  • Mailing participant communications letters and preparing material for imaging
Candidate Info
4
years in
workforce
1
year
at this job
BBA
Managerial Sciences
8

Free-lance Pension Administrator

  • Collect and analyze employee census information.
  • Perform contribution calculation.
  • Nondiscrimination, coverage and top-heavy testing.
  • Asset/Investment reconciliation.
  • Quarterly Valuation of plan, generating benefit statements to plan participants.
  • Form 5500's and Summary Plan Description (SPD) preparation.
Candidate Info
12
years in
workforce
2
years
at this job
BA
Social Criminal Justice
9

Pension Administrator

  • Prepared correspondence to Pension Benefit Guaranty Corporation participants
  • Mailed Retirement Applications
  • Ran example calculations for various retirement dates
Candidate Info
29
years in
workforce
4
months
at this job
10

Junior Pension Administrator

  • Works as part of a benefits processing team
  • Assists with the building of participant database
  • Supports the senior administrator in the issuance of benefit determination letters and payment authorizations.
  • Handles participant inquiries.
Candidate Info
22
years in
workforce
1
year
at this job
BA
Justice Studies

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