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United Association National Pension Fund · 1 month ago

Pension Services Analyst

ALEXANDRIA, VA, USA

Full-time

Onsite

Entry Level

$1,290/wk - $1,290/wk

1+ years exp

The United Association National Pension Fund (UANPF) is a multi-employer defined benefit pension fund responsible for administering retirement benefits nationwide for over 160,000 members. The Pension Services Analyst I position involves conducting research and responding to inquiries related to pension status while providing excellent customer service and attention to detail.

Financial ServicesRetirementWealth Management

Responsibilities

The trainee is expected to become proficient in the following area:

Qualified Domestic Relations Orders, which requires recognizing a model or non-model order and review of pre-application eligible model orders

Employee Retirement Income Security Act (ERISA) and the Retirement Equity Act (REA), including responsibilities for processing inquiries, appeals and domestic relations orders within the time limits imposed by these Federal Regulations

The Fund's Processing Procedures for Domestic Relations Orders include responsibilities for processing domestic relations orders per these procedures

The Fund's Appeals Processing Procedures include processing and analyzing appeals per these procedures, writing appeal acknowledgment letters, and basic appeal briefs

Verifies inquiries have been accurately indexed in records database workflow

Responds to correspondence inquiries from Plan Participants, Pensioners, U.A. Local Unions, and attorneys regarding members' status, eligibility requirements, and other general questions related to the Plan Rules and procedures

Calculates eligible pension credits from submitted earnings data, Hours Summary File and local union merger records as appropriate. Makes any necessary request to members, local unions, or other Fund departments for updating or correcting data

Calculates pension credit for less complex local plan merger cases

Calculates estimated pension amounts and options under the National Pension Plan and Local Union Pension Plan Rules

Manages and tracks a high volume of correspondence from external and internal sources

Process relevant document requests

Writes correspondence regarding Divorce Decrees, Separation Agreements, and other marital-related documents submitted to the Fund

Produces high-quality documentation that meets the applicable Fund's standards and is appropriate for its intended audience

Assists Pension Services Analyst II-IV with appeal acknowledgments, a compilation of relevant document requests, and preparing appeals packages

Qualification

Microsoft OfficeAnalytical skillsMathematical calculationsCustomer serviceTime managementCritical thinkingCommunication skillsOrganizational skillsTeamworkAdaptability