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Retirement Benefits Specialist
Job in
Altoona, Eau Claire County, Wisconsin, 54720, USA
Listed on 2026-01-05
Listing for:
Wilson-Mcshane Corp.
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!
The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation range of $23.00-$23.75 per hour.
Essential Duties and Responsibilities- Calculate pension payment amounts
- Provide participants with benefit estimates
- Process pension applications
- Explain pension benefits to participants
- Interpret and follow the rules outlined in Plan Documents
- Draft correspondence to participants
- Answer incoming participant calls relating to the Pension Plans
- Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals
- Other duties and projects as assigned
The Retirement Benefits position is a non-exempt position and includes benefits such as the following:
- Low Deductible Health, Prescription Drug and Dental Benefits
- Voluntary Vision, Accident, Critical Illness and Pet Insurance
- 401(k) and Roth 401(k)
- Paid Holidays and Paid time off
- Employee Assistance Program, including access to confidential counseling (virtual and in-person)
- Proficient in Microsoft Word and Excel.
- Previous pension experience preferred.
- Experience with Taft-Hartley Funds preferred.
- Travel may be required up to 5%
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