Retirement Benefits Technician

Position Summary

The Retirement Benefits Technician provides administrative support associated with participant and Fund data in accordance with Company policies, regulatory requirements, and Plan guidelines.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Runs various reports from retirement record keeping systems.


* Reviews and verifies data from multiple sources to ensure completeness.
+ Researches missing or incorrect information.
+ Enters updates to participant information into appropriate system.
+ Communicates with participants, external fund professionals, or employer contacts as needed.


* Monitors monthly death notification file.
+ Reviews and verifies information.
+ Makes corrections as needed and updates participant information in appropriate system.


* Reviews uncashed check reports.
+ Researches instances of unresolved checks or payments.
+ Determines appropriate course of action based on findings; executes resolution.
+ Communicates with participants, external fund professionals, or employer contacts as needed.


* Coordinates workflow to generate print for mass mailings.


* Responds to inquiries from participants, external fund professionals, or employer contacts.


* Performs other duties as assigned.

Minimum Qualifications


* High school diploma or GED.


* No specific work experience required.


* Working understanding of databases.


* Ability to read, analyze, and interpret general business materials, technical procedures, benefit plans and regulations.


* Good verbal and written communication skills.


* Computer proficiency including MS Office tools and applications with strong skills in Excel.

Preferred Qualifications


* TPA or prior pension experience



*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.

Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort


* Prolonged periods of sitting at a desk and working on a computer.


* Must be able to lift up to 15 pounds at times.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship.

The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process.

If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com , and we w...