Building Service 32BJ Benefit Funds · 1 day ago
Supervisor, Retirement Analysts
New York, NY, US
Full-time
Onsite
Senior Level
$90K/yr - $95K/yr
5+ years expBuilding Services 32BJ Benefit Funds is responsible for administering various benefits to over 100,000 SEIU 32BJ members. The Supervisor, Retirement Analysts oversees the pension plans administration by supervising the Analyst staff, mentoring them, and ensuring compliance with quality standards while providing member support.
EducationNon ProfitTraining
Responsibilities
Provide supervision to the pension Analyst team; assign and monitor staff workload, ensure backup coverage, and track deliverables and due dates
Provide instruction and guidance on attendance expectations and work performance requirements
Ensure that QA standards are met in regard to pension application processing and department Service Level Agreements (SLAs)
Provide feedback and coaching to staff regarding member communications and pension application processing
Prioritize team assignments and shift resources as needed
Supervise the annual Required Minimum Distribution (RMD) process for active members and RMD recalculations, including member communications
Collaborate with the CARE Team to track appointments and other operational needs
Draft and/or review complex member communications
Work directly with Fund professionals such as the Fund Actuary and Independent Auditors in providing information necessary in completing the annual valuation and plan audits
Internal liaison with Member Services (call center), the Executive Office, and the Union regarding member escalations and pension concerns
Review and update member letters to adhere with the Fund’s style guidelines and Fund Counsel/Compliance approval
Assist Manager, Retirement Services in any necessary preparation for Trustee meetings
Maintain accurate documentation, including Standard Operating Procedures (SOPs), desk guides, and other applicable department workflow charts
Help identify operational errors using approved corrective methods and maintain issue logs with root-cause analysis
Determine and arrange team training for new plan rules and processes, and also refresher training as demonstrated through performance feedback
Perform other projects or relevant work duties as assigned by Management
Qualification
Required
5+ years of supervisory experience within a defined benefit customer service environment or retirement plan administration preferred
Comprehensive knowledge of ERISA, DOL regulations, and retirement plans types, including 401(k), 403(b), 457, and/or Defined Benefit programs
Strong ability required to analyze data, translate employment rules, and apply legal DOL and plan document calculation requirements to the data and employment rules
Exceptional oral and written communication skills
Excellent organizational skills with the proven ability to manage multiple priorities and deadlines
Advanced mathematical and analytical skills (successful completion of a math assessment required)
Proficiency in MS Office (Word, Excel, Access, etc.)
Bachelor's degree in Mathematics, Finance, Economics or Accounting required
Preferred
Knowledge of Dynamics and V3locity preferred
Company
Building Service 32BJ Benefit Funds
The Building Service 32BJ Benefit Funds is the umbrella organization responsible for administering benefits, including Health, Pension, Retirement Savings, Training and Legal Services benefits to over 100,000 SEIU 32BJ members.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Anna McQuere
Assistant Director of Clinical Partnerships
Sabrina Benteftifa
Clinical Partnerships Manager
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