Retirement Plan Specialist

1 month ago

Jacksonville, United States National Employee Benefits Administrators, Inc. Full time
Job DescriptionJob Description

National Employee Benefits Administrators, Inc. (NEBA) is a full service, licensed Third Party Administrator providing benefit administration services to Taft-Hartley, Public and Private Sector clients. We are looking for a positive and highly motivated individual to become an integral part of our Pension team. The ideal candidate will be detail-oriented and quality-focused.

POSITION PURPOSE

This position’s purpose is to handle the day-to-day management of pension benefits. Reporting to the Pension Fund Manager, this individual will be responsible for the administration of the multiemployer, defined benefit pension plan, including timely and accurate administration of pension benefits.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

To be successful in this role, an individual must be able to perform in a satisfactory manner the functions listed below. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

ESSENTIAL FUNCTIONS

Responsible for the monthly retirement payroll process, including but not limited to:

  • Determine participant eligibility for pension benefits by using data collected from participants, payroll and HR staff at participating facilities, Collective Bargaining Agreements, and Plan Documents
  • System maintenance of participant and retiree records
  • All retirement processes to include Pension Application package, Application reviews, final calculations, State and Federal tax, and ACH processing
  • Maintains and monitors terminated vested participants approaching age 65. Provides participants with a pension application and request documents necessary to apply for pension benefits
  • Review Qualified Domestic Relations Orders (QDRO). Work with Pension Department Manager and Fund Counsel to determine the directive regarding payments to Alternate Payee
  • Initiate employment/wage inquiries with participants facility/employer and/or Social Security Administration
  • Research uncashed, lost and returned retiree checks, stop pay checks, and reissues
  • Responsible for updating records for deceased retirees, spouses and beneficiaries, overpayment recovery, correspondence with survivors/family with benefit information, notification to Welfare Fund as needed
  • Assist Pension Fund Manager with year-end reports to Plan Actuary.
  • Develop/modify and utilize training materials used to educate Fund participants
  • Meet with participants in the office to provide education regarding the Pension Plan, vesting and earning benefits
  • Work and support Welfare Fund, Accounting, and Union staff to provide high level service to Fund participants

OTHER FUNCTIONS

  • Responsible for Ad Hoc projects as assigned by the Pension Department Manager
  • Take member calls as needed

EDUCATION AND/OR EXPERIENCE

To perform this job successfully, an individual must have the following education and/or experience.

  • Associate degree, or equivalent related experience required
  • Banking or finance experience
  • Proficiency in Microsoft Office Suite
  • Preferred knowledge of multi-employer pension plans, specifically Defined Benefit Plans and/or Defined Contribution Plans
  • Working knowledge of the Bridgeway Benefit Technologies LLC (formerly BASYS) software or similar benefit administration software is a plus

KNOWLEDGE, SKILLS, AND ABILITIES

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

  • Must be detail oriented, organized, flexible and able to work independently and as a team player
  • Strong math, critical thinking, and analytical skills
  • Strong communication skills, both verbal and written
  • Ability to multitask, prioritize, and manage time efficiently
  • Must have high ethical standards and a high level of interpersonal skills to handle sensitive and confidential situations
  • Excellent proven customer service skills
  • Able to adapt to ongoing administrative, Plan and regulatory changes

PHYSICAL DEMANDS

The physical demands described here are representative of those an individual must meet in order to successfully perform the essential functions of this job. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

  • Ability to sit for extended periods and to move intermittently throughout the workday.
  • Strong sensory skills, such as good eyesight, good hearing, and dexterity.
  • Good speaking and listening skills.
  • Ability to perform focused work with close attention to detail.
  • Ability to operate office equipment, including computers, copiers, fax machines, and phones.
  • Ability to interact with others, both in person and through phone, e-mail, and written correspondence.
  • Ability to lift up to 15 pounds.

LOCATION

This is a full-time position based in office. The typical work schedule is Monday through Friday 8:00 am – 5:00 pm est.

Awesome leadership team, great benefits, strong appreciation of work/life balance.

Company DescriptionNEBA is a Third Party Administrator that supports the hardworking members of the Taft-Hartley community that are the backbone of our country. We perform administrative services to members regarding their health and retirement plans and encourage candidates to review our website for an overview of what we do. www.nebainc.com.Company DescriptionNEBA is a Third Party Administrator that supports the hardworking members of the Taft-Hartley community that are the backbone of our country. We perform administrative services to members regarding their health and retirement plans and encourage candidates to review our website for an overview of what we do. www.nebainc.com.

  • Workforce Planning Specialist

    1 week ago

    Jacksonville, Florida, United States Artech L.L.C. Full time

    About the RoleArtech L.L.C. is seeking a highly skilled Workforce Planning Specialist to join our team. As a Workforce Planning Specialist, you will play a critical role in supporting our organization's strategic workforce planning initiatives.Key ResponsibilitiesDevelop and maintain accurate and comprehensive workforce planning models and analytics to...

  • Workforce Planning Specialist

    1 week ago

    Jacksonville, Florida, United States Dexian Full time

    About the RoleWe are seeking a highly skilled Workforce Planning Specialist to join our team at Dexian. As a key member of our HR department, you will play a critical role in driving strategic workforce planning and management initiatives.Key Responsibilities:Develop and implement effective workforce planning strategies to meet business objectivesCollaborate...

  • Enterprise Resources Planning Specialist

    3 days ago

    Jacksonville, Florida, United States Randstad Digital Americas Full time

    Business Continuity and IT SpecialistWe are seeking a highly skilled Business Continuity and IT Specialist to join our team at Randstad Digital Americas. As a key member of our organization, you will be responsible for ensuring the continuity of our business operations in the event of a disaster or disruption.Key Responsibilities:Develop and implement...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Jacksonville, Florida, United States Volt Full time

    Volt Workforce Solutions is currently seeking a Financial Planning and Analysis Specialist for a full-time, contract-to-hire opportunity. This role is crucial for providing financial insights that support strategic decision-making and enhance operational efficiency.Key Responsibilities:As a Financial Planning and Analysis Specialist, your responsibilities...

  • Financial Planning Specialist

    3 weeks ago

    Jacksonville, Florida, United States First Command Financial Services Full time

    Position Overview:As a Financial Advisor, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored advice and strategic planning.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Jacksonville, Florida, United States Insight Global Full time

    Job Summary:Insight Global is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our FP&A team, you will be responsible for collaborating with department leads to drive business growth and success.Key Responsibilities:Transform data into actionable insights to inform business decisionsOrganize and analyze...

  • Enterprise Resources Planning Specialist

    7 days ago

    Jacksonville, Florida, United States Randstad Digital Americas Full time

    About the RoleWe are seeking a highly skilled Enterprise Resources Planning Specialist to join our team at Randstad Digital Americas. As a key member of our organization, you will be responsible for ensuring the continuity and resilience of our business operations.Key ResponsibilitiesBusiness Continuity Planning: Develop and implement comprehensive business...

  • Occupational Therapist PRN

    4 weeks ago

    Jacksonville, United States HCA Florida Memorial Hand Specialist Full time

    Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Occupational Therapist PRN with HCA Florida Memorial Hand Specialist you can be a part of an organization that is devoted to giving back! Benefits HCA Florida Memorial Hand Specialist, offers a total rewards package that...

  • Occupational Therapist PRN

    4 weeks ago

    Jacksonville, United States HCA Florida Memorial Hand Specialist Full time

    Description IntroductionLast year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Occupational Therapist PRN with HCA Florida Memorial Hand Specialist you can be a part of an organization that is devoted to giving back!BenefitsHCA Florida Memorial Hand Specialist, offers a total rewards package that...

  • Strategic Workforce Planning Specialist

    1 week ago

    Jacksonville, Florida, United States Jobs for Humanity Full time

    About the Role:We are seeking a highly skilled Strategic Workforce Planning Specialist to join our team at Jobs for Humanity. As a key member of our Workforce Transformation organization, you will play a pivotal role in driving strategic workforce initiatives by providing in-depth analysis, forecasting, and insights to the business.Key...

  • Transportation Planning Specialist

    1 week ago

    Jacksonville, Florida, United States HDR Full time

    About the RoleAt HDR, we're committed to creating a workplace where every employee-owner feels valued, respected, and empowered to bring their authentic selves to work every day. As we strive to make a positive impact on the world, we're seeking a skilled Transportation Planner to join our team.Key ResponsibilitiesConduct comprehensive transportation...

  • Freight Planning Specialist

    2 weeks ago

    Jacksonville, Florida, United States McConnell Transport Limited Full time

    Job Summary:We are seeking a highly skilled Transportation Planner to join our operations team at McConnell Transport Limited. As a key member of our team, you will be responsible for the daily planning of all inbound and outbound pickups and deliveries.Key Responsibilities:Utilize our Transportation Management System to plan loads while meeting compliance...

  • Transportation Planning Specialist

    7 days ago

    Jacksonville, Florida, United States HDR Full time

    Transportation Planner Role at HDRAt HDR, we're committed to creating a welcoming environment where each of our employee-owners is valued and respected. As a Transportation Planner, you'll be part of a team that's passionate about making a positive impact on the world.Key ResponsibilitiesConduct comprehensive transportation planning studies for various...

  • Workforce Planning Specialist

    6 days ago

    Jacksonville, Florida, United States Artech L.L.C. Full time

    Workforce Planning Analyst RoleLocation: Jacksonville, FL (Hybrid)6 Month ContractKey Responsibilities:Execute Dual Roles and Matrix reporting (DRMR) monthly monitoringEnhance desktop procedures based on execution of Staffing and DRMR processes with teamsSupport reporting including status, gaps, remediation actions progress to management committees, board...

  • Investment Planning Specialist

    3 weeks ago

    Jacksonville, Florida, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored investment strategies and comprehensive financial planning.About Us:At First Command Financial Services, we pride ourselves on...

  • Care Plan Specialist

    5 days ago

    Jacksonville, Florida, United States Palm Garden of Jacksonville Full time

    Palm Garden of Jacksonville: A Leader in Patient CareWe are committed to finding the best talent and developing them into leaders. Our team is dedicated to providing the best and highest quality of patient care and excellent customer service. We take pride in making a difference in the lives of our patients and their families.What We OfferDaily Pay - Work...

  • Radiology Intervention Specialist

    3 days ago

    Jacksonville, Florida, United States TotalMed Staffing Full time

    TotalMed Staffing is seeking a skilled Radiology Intervention Specialist for a travel assignment in Jacksonville, Florida. Our goal is to provide a seamless experience for our healthcare professionals, ensuring they have the highest compensation, first-day medical benefits, and a best-in-industry 401(K) retirement plan. As a Radiology Intervention...

  • Workforce Planning Specialist

    1 week ago

    Jacksonville, Florida, United States Dexian Full time

    Job DescriptionJob Title: Workforce AnalystLocation: Remote/HybridDuration: 6+ months (possible extension/conversion)Job Summary:The Enterprise Workforce Management team is responsible for leading Clients transformation efforts around staffing and skill adequacy and organization design. As a Workforce Analyst, you will be part of this team and will be...

  • Clinical Specialist

    23 hours ago

    Jacksonville, North Carolina, United States U.S. Marine Corps Full time

    About the JobWe are seeking a highly skilled Clinical Specialist to join our team at the U.S. Marine Corps. As a Clinical Specialist, you will be responsible for providing behavioral health services to active-duty Marines, retired military members, and their families.Key ResponsibilitiesProvide comprehensive counseling services, including screening, clinical...

  • Estate Planning Attorney

    2 weeks ago

    Jacksonville, Florida, United States Law Office of David M. Goldman Full time

    Job OverviewWe are seeking a highly skilled Estate Planning Attorney to join our team at the Law Office of David M. Goldman. As an Estate Planning Attorney, you will play a critical role in helping our clients achieve their estate planning goals.Key ResponsibilitiesDocument Preparation: Prepare wills, trusts, and powers of attorney documents for our clients,...