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Benefits Advisor

3 months ago


Stamford, Connecticut, United States Employee Benefits Security Administration Full time

Major duties include but are not limited to:

Provides information, guidance, and assistance to plan administrators, plan service providers, participants, beneficiaries, the general public and other government agencies concerning provisions of ERISA and other related statutes, regulations, and Department published guidance, with supervisory/senior advisor assistance.

Assists participants and beneficiaries in obtaining benefits to which they are entitled but which they have not been able to secure from plan officials.

Develops recoveries and referrals per EBSA's standard operating procedures.

Explains the law, regulations or other guidance and works with employers to informally resolve benefit issues; with supervisory/senior advisor assistance.

Conducts research, fact-finding, analyzes data, and prepares and presents information about particular situations. Identifies and develops responses to inquiries. Reviews eligibility or entitlement to benefits, including obtaining and examining multiple types of records; with supervisory/senior advisor assistance.
Educates individuals on their rights and responsibilities under ERISA and other related laws enforced by EBSA.

Assists with planning and conducting outreach events; disseminates information related to ERISA employee benefits plan protections and retirement savings education; with supervisory/senior advisor assistance.

Gathers information so that agencies can determine how well programs and activities are meeting established needs and goals.

Maintains agency databases and systems with information that is used to generate reports supporting both policy and budget decisions; with supervisory/senior advisor assistance.

Performs other duties as assigned.

Benefits Advisor (Bilingual)

regularly use Spanish language translation skills in performing duties listed above and on an as needed basis to assist other office staff; receives assignments involving people who may communicate in native Spanish language and unable to communicate effectively using English language.