Pension Analyst
Job Description
Facility: Administrative Regional Training Cntr
Shift: Shift 1
Status: Full Time FTE: 1.000000
Bargaining Unit: ACE Associates
Exempt from Overtime: Exempt: No
Work Schedule: Days
Hours: 8-4
Summary:
Assist in the monitoring and administration of all Catholic Health (CH) pension plans. Maintain knowledge of pension administration, a variety of pension and retirement related takes including administration, analysis, valuation, audit, 403b plans, ability to complete 5500's, complex pension calculations and maintain data integrity. Act as liaison with pension administrators, attorneys, trustees and actuaries. The Pension Analyst works in a team environment and is responsible for the operational tasks associated with servicing defined benefit pension plans in compliance with the plan's provisions and administrative policies. This includes, but is not limited to, performing benefit calculations, establishing payment records, creating participant statements, and maintaining participant data.
Responsibilities:
EDUCATION
- Bachelor's degree in business, finance or HR preferred; relevant benefits and pension related work experience in lieu of degree
EXPERIENCE
- A minimum of three (3) - five (5) years of Pension, defined benefit experience including church plan, ERISA plans, 5550 filings, calculations
- A minimum of three (3) - five (5) years of 403(b)/401(k), defined contribution benefit plan experience
KNOWLEDGE, SKILL & ABILITY
- Strong knowledge of current requirements and regulations governing the administration and execution of defined benefit and defined contribution retirement plans to include ability to comprehend and apply plan documents, policies and procedures
- Excellent organizational skills
- Excellent verbal and written interpersonal communication skills
- Ability to work independently, prioritize and mange several project simultaneously and meet strict deadlines with little or no supervision
- Excellent PC and software skills to include Windows Word, Excel and Access software applications
WORKING CONDITIONS
ENVIRONMENT
- Normal heat, light space, and safe working environment; typical of most office jobs
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