Retirement Services Group Assistant Manager

Midwest Operating Engineers Fringe Benefit Funds (MOE) is a $5.5 billion pension plan that pays out to over 11,000 pensioners and beneficiaries. We are seeking an experienced Retirement Services Group Assistant Manager to join our team in a Taft‑Hartley, collectively bargaining environment.

• Lead and mentor a team of 14 Pension Representatives, support staff, and interns.
• Review complex benefit calculations, including QDROs, lump‑sum payouts, RBDs, and interest calculations.
• Collaborate with auditors to ensure compliance with ERISA, IRS/DOL codes, and other applicable regulations.
• Assist with mid‑year and final reviews of staff, and provide mid‑level to final review for new pensions and adjustments.
• Support month‑end and year‑end balancing and review amendments, SPDs, and plan language as needed.
• Work with the Funds’ auditors in the preparation of annual audits and filings.
• Present to membership at Know Your Union meetings, pre‑retirement seminars, and benefit fairs.
• Assist in monthly appeal processes to ensure compliance with plan provisions.

• Manage the work and training of pension representatives, support staff, and interns.
• Provide ongoing coaching, mentorship, and improvement processes for the team.
• Ensure accurate and reliable calculations and documentation for all benefit activities.
• Maintain strong relationships with members, auditors, and internal stakeholders.

• Bachelor’s degree preferred with an analytical focus, or equivalent business experience of five (5) years.
• Minimum of 5 years in a Taft‑Hartley or collectively bargained environment, with at least 2 years managing a qualified pension plan and support staff.

• Expertise in benefit calculations, QDROs, ERISA, and related IRS/DOL codes.
• Working knowledge of pension benefit plans and benefits administration systems.
• Advanced Excel skills and background in programming/testing software.
• Strong management and leadership skills with the ability to coach, mentor, and motivate a team.
• Commitment to accuracy and attention to detail.
• Excellent communication skills, both oral and written, with the ability to convey complex information in a clear, persuasive manner.
• Adaptability, accountability, and a positive, self‑motivated work ethic.

Hours: Monday through Friday 8 am to 5 pm (may require Saturdays if necessary).

This is your chance to make a meaningful impact in a mission‑driven organization where members come first. If you’re ready to take the next step in your career, we want to hear from you!

Mid‑Senior level

Full‑time

Insurance