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Pension Administrator Resume Samples
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Candidate Info
5
years in workforce
2
years at this job
BA
Human Resource Management
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- Created procedure manual and improved an outdated calculation worksheet, making it more user friendly.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
14
years in workforce
14
years at this job
AAS
Business Management
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
36
years in workforce
7
years at this job
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
24
years in workforce
3
months at this job
American Studies
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
10
years in workforce
3
years at this job
BFA
Motion Graphics
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
14
years in workforce
7
years at this job
BA
Economics
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
4
years in workforce
1
year at this job
BBA
Managerial Sciences
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
12
years in workforce
2
years at this job
BA
Social Criminal Justice
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
29
years in workforce
4
months at this job
Pension Administrator
- Prepared correspondence to Pension Benefit Guaranty Corporation participants
- Mailed Retirement Applications
- Ran example calculations for various retirement dates
Candidate Info
22
years in workforce
1
year at this job
BA
Justice Studies
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
20
years in workforce
20
years at this job
MA
Forensic Accounting
Senior Pension Administrator
- Handling day to day administration duties of pension plans
- Responding to inquiries from participants and plan administrators by telephone, email or writing
- Assuming payments of pensions and lump sums to participants as they become eligible
- Maintaining the policies and procedures of the department
- Updating computer system to check and keeping accurate records
- Building databases by collecting data and reviewing source documents to verify information in the database and correct errors from various reports Auditing and sampling of databases
- Issuing Benefit Determination to eligible participants in the plan
- Writing the plan closing memo by researching and correcting
Candidate Info
9
years in workforce
3
years at this job
BS
Sociology
Pension Administrator
- Perform various pension activities to assist with pension payments and payment and debt collection
- Assist with data analysis, development of performance measures by using Excel to create charts and graphs
- Prepare reports, maintain appropriate records; provides information on performance, progress in mastering tasks
- Quality assurance support, case processing, participant processing, diligent search for missing participants and validation of missing participants positively found
- Update client files with profile changes and death notices
- Adjust benefit changes, processing NFED's, and Off-Cycle payments
- Assist in evaluating new technologies and products
- Participate in after-hours support rotations
- Monitor and assist with any technical issues during executive board meetings
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