Pension Analyst

Pension Analyst • Concord, CA TEKsystems is looking for a Pension Analyst to process pension applications and related tasks. Responsibilities Provide accurate and detailed pension estimates and respond to member and union representative queries. Answer inbound and outbound phone calls, explaining issues and potential solutions. Assist members through the online self‑service portal and in person regarding pension questions and applications. Identify member issues rapidly and resolve them, informing members of outcomes. Review, analyze, process and verify pension applications and inquiries submitted by other Pension Analysts. Process retirement applications and verify accuracy by developing a written chronological order of member work history. Process death notices, pension payment verifications, restarts, potential suspensions, and void requests. Reconcile stale dated reports and perform various pension processing tasks. Determine pension benefit eligibility, evaluate retirement types, and calculate benefit amounts for all Pension Plans. Process retirement adjustments such as post‑age‑70 accrual adjustments, QDRO carve‑outs, and survivor benefit pop‑ups. Process suspensible service, rule‑of‑85 calculations, surviving spouse applications, community share calculations, referrals, and updates to member records. Perform and verify calculations of vesting credit, plan service credit, account balance, service breaks, and related issues. Initiate and prepare correspondence to members, beneficiaries, employers, and others regarding account information, pension history, benefits, and tax reporting. Review, analyze, process, and mail requested information for facilitators, powers of attorney, and conservatorships. Perform data entry and correction tasks to update member information and pension data systems. Respond to inquiries from active and former members, beneficiaries, and employers about pension benefits. Qualifications Bilingual experience is a plus. Knowledge of defined benefit and defined contribution plans is a plus. Skills Pension plans, pension administration, benefits administration, benefit plan, HIPAA, benefits verification. Benefits Medical, dental & vision Critical Illness, Accident, and Hospital insurance 401(k) Retirement Plan with pre‑tax and Roth post‑tax contributions Life Insurance (Voluntary Life & AD&D for employee and dependents) Short and long‑term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, vacation or sick leave) The company is an equal‑opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law. #J-18808-Ljbffr