Western & Southern Financial Group · 20 hours ago
Pension Administrator
Western & Southern Financial Group is a company committed to career growth and community service. The Pension Administrator will manage pension risk transfer participants, coordinate with the Actuarial department, and ensure compliance with governmental deadlines.
Responsibilities
Serve as main point of contact for pension risk transfer deferred participants
Facilitates quote requests for Pension Risk Transfer clients in collaboration with the Actuarial department
Prepares benefit election forms using information provided by Actuarial department and oversees the distribution process before handing off to Business Quality Assurance team
Maintains positive relationships with plan sponsors, agents, internal clients and deferred participants from the Pension Risk Transfer group
Proactively notifies plan administrators of governmental deadlines and ensures compliance with due dates
Prepares all government filings requested by plan administrators
Works with plan sponsor to ensure all necessary 1099-R's are accurate and timely for Retirement Services clients
Provides agents, clients, and outside third-party administrators with PS-58 costs, statements of contract, schedule A, and other policy information per request
Qualification
Required
Maintains positive relationships with plan sponsors, agents, internal clients and deferred participants from the Pension Risk Transfer group
Proactively notifies plan administrators of governmental deadlines and ensures compliance with due dates. Prepares all government filings requested by plan administrators
Works with plan sponsor to ensure all necessary 1099-R's are accurate and timely for Retirement Services clients
Provides agents, clients, and outside third-party administrators with PS-58 costs, statements of contract, schedule A, and other policy information per request
Benefits
Medical, dental, vision, and life insurance.
401(k) savings plan with pension options.
Paid time off increasing with tenure.
Tuition reimbursement and individualized career development plans.
Parental leave and maternity leave with a 4-week transition back to work.
Access to on-site amenities like a fitness center, cafeteria and more.
Extensive employee discount program.
Company
Western & Southern Financial Group
Western & Southern Financial Group is a network and insurance group.
Funding
Current Stage
Late StageLeadership Team
Recent News
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