401(k) and Pension Fund Coordinator

This position provides coordination and administration support in the day-to-day operations of the SMART National Supplemental Savings Plan (NSSP/401k plan) and Sheet Metal Workers’ National Pension Fund (NPF). This includes researching and assisting in the distribution of benefits to eligible participants, which includes but is not limited to understanding Plan Documents, communicating with Participants, preparing documents, filing, tracking, imaging documents, document management, maintaining databases, photocopying storing and recalling records, supporting team requests, tracking application status, and coordinating administrative services. This position will have access to highly sensitive information. This position must communicate effectively with managers, pension and billing staff, participants, and other interested parties.

ESSENTIAL FUNCTIONS:

· Communicate the terms of each Plan effectively.

· Prepare and transfer daily remittance details to the NSSP/401k recordkeeper.

· Coordinate and collect the required information to perform annual Non-Discrimination Testing for the NSSP/401k.

· Take participant calls and determine eligibility.

· Mail or e-mail requested information.

· Research and resolve participant issues, which includes but is not limited to working with Local Union business managers, agents, local funds, and staff to resolve participant issues.

· Review and approve distribution applications for the NSSP/401k.

· Research and resolve participant issues as it relates to required distributions for both the NSSP and NPF.

· Process applications/load info into OnBase (document management system) and check payment status.

· Upload beneficiary information into document management system.

· Create and update database records of plan participants (i.e., address changes, applications, correspondence, death notifications)

· Send out correspondence to participants/vendors/Local Unions

· Prepare correspondence and backup material for review by Trustees upon request for an appeal.

· Track and forward QDROs to Plan attorney for review, and upon review, send out acceptance/denial letters, and forward information to recordkeeper for processing.

· Prepare material for Trustee meetings.

· Prepare and track Trustee meeting minutes when required.

· Maintain electronic records of all documents relevant to the plan.

· Prepare documents for yearly audit and work with auditors as necessary.

· Process invoices from vendors as needed.

· Work on various projects as needed.

· Assist team members as needed.

· Perform additional assigned responsibilities required to support the Fund office.

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

· Bachelor’s degree and a minimum of three years’ administrative experience. Experience with a multi-employer, Taft-Hartley, defined benefit plan preferred. Experience in lieu of a degree will be considered.

· Understanding of pension plans.

· Proven track record of exceptional performance in providing professional customer service.

· Ability to communicate effectively, both orally and in writing.

· Experience interacting with multiple levels of an organization including Senior Management, as well as board members, and local union leaders.

· Proven ability to manage confidential information with discretion and be adaptable to various competing demands.

· Able to work independently and within a team environment.

· Able to manage multiple tasks and prioritize responsibilities while paying special attention to detail.

· Demonstrates strong analytical and problem-solving skills.

· Strong mathematical aptitude.

· Able to use office equipment such as computer terminal, PC, printer, copier, calculator, scanner, and multi-extension telephone.

· Proficient in all Microsoft Office applications.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Falls Church, VA 22042: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Benefits administration: 3 years (Required)

Work Location: Hybrid remote in Falls Church, VA 22042

Salary : $60,000 - $65,000