Pension Implementation Manager
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Job Description
Pension Implementation Manager responsible for client onboarding, system conversions, and automation utilization. Requires expertise in retirement plan administration and training facilitation.
Responsibilities:
- The Pension Implementation Manager is accountable for onboarding new clients, converting existing client systems, and enhancing automation utilization.
- Reviews and interprets requirements for new client retirement plan implementations, administrative system conversions, and plan changes; evaluates client needs to develop testing, training, and resource material.
- Attends implementation and conversion meetings as the functional subject matter expert, providing interpretation of plan rules and direction for programming, to ensure the success of the project.
- Facilitates training for new and current employees on administrative systems, changes, new or revised processes, specific contract language, interpretation of benefits, and departmental procedures.
- Coordinates and oversees the review and testing of all requirements to include benefit calculations for new business and system conversions.
- Responsible for data validation during system conversions.
- Reconciles and ties out all benefit payment data, as well as benefit accrual data for active and terminated vested participants.
- Facilitates the development/update of forms, letters, and application documents associated with plan administration.
- Provides recommendations and proposals to management for improving automation in processes, reporting, and workflow.
- Provides support to management in the research and resolution of complex functional and system issues.
- Writes and distributes internal and external communications and participates in developing department policies, procedures, and training.
- Maintains communications and effective working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
- Maintains operations requirements while adhering to compliance, regulatory, and legal guidelines.
- Performs other duties and special projects as required.
Requirements:
- High school diploma and five years of experience in retirement plan administration
- Or, Bachelor’s degree in business related field and two years of experience working in retirement plan administration
- Proficiency in Microsoft tools and applications
- Excellent verbal and written communication and strong interpersonal skills
- Strong leadership skills
- Team player, able to work effectively with a cross-functional team
- Must be able to work independently
- Proven attention to detail, follow-through skills and problem-solving skills
Benefits:
- health, vision, and dental coverage
- a retirement savings 401(k) plan with company match
- paid time off (PTO)
- great opportunities for growth
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