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Pension Analyst Resume Samples
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Candidate Info
6
years in workforce
6
years at this job
BS
Mathematics
MS
Applied Mathematics
Pension Analyst
Facilitate the Defined Benefits retirement process for over 100,000 plan participants of three mid-market clients including: NRG Energy, Hospira, and SABIC Innovative Plastics
- Calculate qualified and non-qualified pension benefits manually by utilizing concepts of interpolation and actuarial equivalency with Excel, Access, and PowerPoint.
- Coordinate the accurate administration of monthly pension payments and conduct reconciliation analysis with trustees.
- Generated ad hoc benefits related reports by writing system queries and analyzing data.
Candidate Info
15
years in workforce
5
years at this job
AS
Science
BA
Business
Pension Analyst
- Review and process all applications for defined benefit payments and defined contribution payments
- Review and process all death benefit applications for local union participates
- Process Qualified Domestic Relation Orders and tax levels
- Assist account executives in research and reviews of specific funds and participants and helped maintain fund rules and benefits
- Balanced assigned funds monthly benefit totals and issue checks
- Provide participants with accurate information on benefit programs such as retirement, pension, and disability
- Assist supervisor or team leader in handling requests from fund attorneys, auditors, or actuaries
- Answer incoming calls and making outgoing calls when needed
Candidate Info
28
years in workforce
10
months at this job
AAS
Accounting
BS
Accounting And Economics
Pension Analyst
- Gather, analyze and preform estimates and calculations in both PeopleSoft module and on spreadsheet applications
- Review applications and paperwork submitted by DB Plan members for completeness, contact member if additional information is required
- Enter transactions in PeopleSoft and the service request management tool
- Enter data to PeopleSoft Pension module as assigned
- Calculate prior and military service application
- Retrieve and review scanned documents and forms