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Pension Assistant at Insight Global Los Angeles, CA

Insight Eyecare

Job Overview Position: Pension Assistant at Insight Global, Los Angeles, CA. Responsibilities Answer telephone calls from participants regarding retirement plans, accrued benefits, death benefits, withdrawal benefits, and explanation of plan rules. Schedule meetings and phone call follow‑ups between Pension Administrators and participants. Meet with the Pension team regularly to follow up on participant communication. Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.). Review retirement, post‑retirement, and death applications for completeness and contact the participant/beneficiary if information is missing. Assist the Pension team in coordinating with other departments as necessary. Coordinate with the Authenticity Coordinator and Pension Manager to determine the effect of contribution adjustments on pension benefits. Assist with reconciling reports as directed. Prepare documents for scanning. Review and reconcile 1099‑R reports. Maintain regular, reliable, and predictable attendance. Perform other duties as assigned. Qualifications Strong Excel abilities. Excellent written and oral communication skills. Ability to handle multiple tasks. Highly organized with strong attention to detail and follow‑up. Analytical and reasoning skills. Ability to work independently. Ability to accept direction and developmental guidance from a supervisor. Ability to work effectively with individuals at all levels. EEO Statement We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io . The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy. #J-18808-Ljbffr Insight Eyecare

Vacancy posted 4 days ago
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