Kansas City, Missouri, United States · On-site
Description Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has …
Skills: Retirement Benefit Calculation, Pension Plan Administration, Customer Service, Microsoft Word, Microsoft Excel
Delta Charter Township, Michigan, United States · On-site
Description Wilson-McShane Corporation, a third-party administrator for Taft Hartley funds, is seeking a full-time Accounts Receivable Specialist in our Lansing, MI office. The schedule is Monday-Friday, 8:00 AM to 5:00 …
Skills: Accounts Receivable, Microsoft Word, Microsoft Excel, Customer Service, Reconciliation
Kansas City, Missouri, United States • On-site
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Calculate and process retirement benefit payments and applications for trade union participants. Provide guidance on benefit estimates and answer high-volume inquiries regarding Pension Plans.
Proficiency in Microsoft Word and Excel is required. Previous experience in customer service, retirement benefits, and Taft-Hartley Funds is preferred.
Description
Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!
The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $28.80 per hour.
Essential duties and responsibilities include the following:
• Calculate and prepare retirement benefit payment amounts
• Process retirement benefit applications
• Explain retirement benefits to participants and provide participants with benefit estimates
• Answer high volume of incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
• Interpret and administer retirement benefits as outlined in Plan Documents
• Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
• Other duties and projects as assigned
The Retirement Benefits position is a non-exempt position and includes benefits such as the following:
• Low Deductible Health, Prescription Drug and Dental Benefits
• Voluntary Vision, Accident, Critical Illness and Pet Insurance
• Flexible Spending Account (FSA)
• Employer Contribution to 401(k)-No Match Required
• 401(k) and Roth 401(k)
• Paid Holidays and Paid time off
• Dependent Care Reimbursement Account
• Life Insurance and AD&D
• Employer Paid Short Term Disability
• Employee Assistance Program, including access to confidential counseling (virtual and in-person)
To perform the job successfully, an individual should have the following qualifications:
• Proficient in Microsoft Word and Excel.
• Previous customer service experience preferred.
• Previous retirement benefits experience preferred.
• Experience with Taft-Hartley Funds preferred.
If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today!
Third-Party Administrator for Taft-Hartley Funds.
Wilson-McShane Corporation is a third party administrator of over 100 Taft-Hartley Multiemployer Funds and is committed to providing plan participants with exceptional customer service. Wilson-McShane is not the biggest TPA but we pride ourselves in being the best in terms of client value, customer service. technology, employee talent, and strategic and planned growth.
Offices: 3001 METRO DR, Bloomington, Minnesota 55425, US · 710 Olive St, St Paul, Minnesota 55130, US · 1330 Conway St, Suite 130, St Paul, Minnesota 55106, US · 2345 Red Rock St, Suite 220, Las Vegas, Nevada 89146, US · 1555 1st Ave N, Suite 104, Altoona, Iowa 50009, US
Third-Party Administrator for Taft-Hartley Funds.
Wilson-McShane Corporation is a third party administrator of over 100 Taft-Hartley Multiemployer Funds and is committed to providing plan participants with exceptional customer service. Wilson-McShane is not the biggest TPA but we pride ourselves in being the best in terms of client value, customer service. technology, employee talent, and strategic and planned growth.
Offices: 3001 METRO DR, Bloomington, Minnesota 55425, US · 710 Olive St, St Paul, Minnesota 55130, US · 1330 Conway St, Suite 130, St Paul, Minnesota 55106, US · 2345 Red Rock St, Suite 220, Las Vegas, Nevada 89146, US · 1555 1st Ave N, Suite 104, Altoona, Iowa 50009, US
