Pension and Annuity Supervisor

Key Responsibilities And Day-to-Day Duties

• Oversee Pension & Annuity department operations and workflow to ensure efficient and accurate service delivery.
• Supervise, coach, and develop a team of five staff members.
• Ensure timely and accurate processing of pension and annuity benefit applications and payments.
• Attend trust meetings, benefit fairs, union meetings, new-hire orientations, and industry conferences as needed.
• Respond to participant, employer, and client inquiries regarding benefits and claims.
• Review financial statements, benefit disbursements, contracts, and plan amendments.
• Support client projects, plan renewals, proposals, and business development initiatives.

Required And Preferred Qualifications

• Strong leadership, supervisory, communication, and organizational skills.
• Ability to manage multiple priorities, solve complex problems, and make sound business decisions.
• Experience reviewing and interpreting legal, contractual, and regulatory documents.

• Directly oversees a team of five Pension & Annuity staff members.
• Reports to the Pension & Annuity Department Manager.
• Pension/Annuity Administration Experience Requirements:
• Knowledge of and ability to interpret Plan Documents, Summary Plan Descriptions (SPDs), ERISA regulations, and Department of Labor requirements.
• Pension and annuity administration experience preferred, including:
• Benefit application processing
• Annual reconciliations and reporting
• QDRO and divorce decree review
• Withdrawal liability matters
• Participant and employer communications

• Any Preferred Industry, TPA, Or Taft-Hartley Experience:
• Experience working with multiemployer (Taft-Hartley) benefit plans is preferred.
• Ability to build and maintain relationships with trustees, legal counsel, consultants, employers, and plan participants.
• Experience preparing meeting agendas, reports, minutes, and other board or client communications is preferred.

Systems and Software Proficiency

• Inspired by proficiency in Microsoft Office Suite, including Word, Excel, Outlook, PowerPoint, and Teams.

Compensation

Compensation has limited flexibility and will be determined based on the candidate's knowledge, qualifications, and relevant experience.