Pension Fund Representative

2 weeks ago

Hartford, United States New England Healthcare Employees Welfare and Pension Fund Full time
Job DescriptionJob Description

Responsibilities

 

· Set-up and maintain files for all active, terminated vested and non-vested participants in assigned facilities.

· Collect and process changes to data for all active, retired and terminated participants.

· Collect all necessary enrollments and documents from participants to complete their pension file.

· Initiate employment/wage inquires with facilities and/or Social Security Administration.

· Determine participant’s eligibility for pension benefits, using data collected from participants, payroll and human resource staff at participating facilities, Collective Bargaining Agreements and social security records.

· Knowledge of the Plan that allows for accurate, effective answers to participant questions, verbally and in writing.

· Responsible for explaining the benefit and retirement processes to participants and assist in completion of all required forms.

· Research and follow-up on employment, wage and pension credit discrepancies until a resolution is determined. This is done by verbal and written correspondence with participants, facility personnel and union personnel.

· Update and maintain pension participant records in the BASYS system.

· Work with the Welfare Fund Membership Department regarding changes on active members participating in both Funds.

· Meet with members at employer work sites to enroll members and provide pension fund education.

· Assist in development of workflows and documentation of procedures for training manual.

· Assist in resolution of system problems identified by Pension or Welfare Fund staff.

· Write up issues for team discussions and as possible input to presentations for a legal opinion from Fund Attorney or Plan Actuary.

· Responsible for ad hoc projects and other duties as assigned by the Pension Fund Manager.

 

Requirements

· Associate degree, or equivalent related experience required.

· A willingness to learn and increase knowledge of employee pension fund plans

· Expertise in Microsoft Office; Excel, Word, Power Point

. Must have mathematical skills beyond basic math

· Excellent written and verbal communication skills

· Must have high ethical standards and high level of interpersonal skills to handle sensitive and confidential situations.

· Must be able to interact and communicate with participants and Fund staff at all levels in a professional manner.

· Must be able to adapt to ongoing administrative, plan and regulatory changes under the direction of the Pension Manager.

· Must be detail oriented, flexible, organized and able to work independently.

· Must be able to work overtime, as needed

Company DescriptionNew England Health Care Employees Pension Plan (NEHC Employees Pension Plan) is a multi-employer non-contributory defined benefit union pension fund based in Hartford, Connecticut. Established in 1991, the purpose of the plan is to provide retirement, permanent, total disability, and survivor benefits to eligible participants and beneficiaries of New England Health Care Employees. The pension fund is administered by a board of trustees made up of an equal number of employer trustees and union trustees who are officers and members of 1199. The fund's assets are invested by investment managers who have the sole and exclusive authority and discretion to invest and manage the fund's assets.Company DescriptionNew England Health Care Employees Pension Plan (NEHC Employees Pension Plan) is a multi-employer non-contributory defined benefit union pension fund based in Hartford, Connecticut. Established in 1991, the purpose of the plan is to provide retirement, permanent, total disability, and survivor benefits to eligible participants and beneficiaries of New England Health Care Employees. The pension fund is administered by a board of trustees made up of an equal number of employer trustees and union trustees who are officers and members of 1199. The fund's assets are invested by investment managers who have the sole and exclusive authority and discretion to invest and manage the fund's assets.

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