Pension and Annuity Supervisor

Job Description

Job Description

Our client is a leading employee benefits administration organization specializing in pension, annuity, and multiemployer benefit plan services. They are dedicated to providing high-quality administrative support and exceptional service to plan participants, employers, and trustees

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.

Team Size and Reporting Structure

• 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 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.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.