Retirement Operations Manager

Pittsburgh, PA

Posted: 09/05/2019 Industry: Employee Benefits & Retirement Services Job Number: JJ2.18.3

Retirement Operations Manager in Pittsburgh

SKILLS & KNOWLEDGE:

  • Knowledge of defined contribution retirement plans, laws and regulations governing retirement plans and employee benefits
  • Compliance testing
  • Interpersonal communication skills with clients, partners and peers
  • Written and oral communication with clients and peers
  • Maintain communication with vendor to ensure all information has been received for asset transfer
  • Prepare/send fee quote proposal letter & fee schedules reflecting companies administration fees based on plan type and number of eligible participants; placed on tracking spreadsheet
  • Prepare/send companies Service Agreement outlining client/TPA responsibilities
  • Prepare/send administration invoice based on information in Service Agreement's cover letter
  • Set up hard-copy internal files for new cases; determine appropriate plan file code; determine plan acronym; set up electronically in system
  • Answer calls from clients, ranging from plan specifications to terminated participant questions
  • Review/edit retirement information for marketing/proposal material
  • Prepare/send mass mailing materials (i.e., Service Agreements)
  • Archiving
  • Phone skills
  • Computer skills to include: Microsoft products, Datair, and Crystal Reports

#LI-JA1

EXPERIENCE:

  • Five years experience in benefit administration
  • Three years experience in management

#LI-JA1

Jasmine Johnson
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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