Retirement Benefits Reviewer

Position Summary

The Retirement Benefits Reviewer performs administrative duties associated with the review and validation of retirement benefits 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


* Maintains current knowledge of assigned Plan(s).


* Performs quality review of processed retirement benefits applications.
+ Validates accuracy and completeness of data used to calculate benefits.
+ Reviews and verifies accuracy of benefit calculations.
+ Reviews correspondence to be sent to participant for accuracy and completeness.


* Performs final quality review of participant benefit elections.
+ Ensures all necessary forms have been completed correctly.
+ Ensures correspondence to be sent to participant is accurate.
+ Ensures data entered in system is accurate and complete.
+ Releases for payment processing when deemed complete and accurate.


* Identifies and communicates errors, missing, or incomplete documentation.
+ Communicates errors or missing information to processors for correction, completion, or further research.
+ Tracks errors to identify potential trends or training needs.
+ Reports findings to management.


* Drafts additional correspondence to participant or Plan professional to address complex situations as needed.


* Acts as resource to other team members in understanding and addressing complex Plan and regulatory topics.


* Performs complex or regulatory required calculations as needed.


* Perform special projects as requested by management.


* Performs other duties as assigned.

Minimum Qualifications


* High school diploma or GED.


* Two years of experience processing retirement benefits.


* Working knowledge of assigned Plan(s) rules and procedures.


* Strong work ethic and team player mentality.


* Highly developed sense of integrity and commitment to customer satisfaction.


* Ability to communicate clearly and professionally, both verbally and in writing.


* Solid organization skills with strong attention to detail.


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


* Ability to apply concepts of basic accounting principles.


* Computer proficiency including MS Office tools and applications.

Preferred Qualifications


* None



*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 d...