Job Description
• Provide billing and invoicing support for retirement programs, including trust funding and administrative fee processing
• Review and reconcile payroll deductions for retirement and deferred compensation plans
• Support pension funding submissions and maintain related documentation
• Serve as first line support for employee retirement inquiries after vendor escalation
• Partner closely with vendors (e.g., WTW, Voya, OneDigital) to track, escalate, and resolve issues
• Maintain detailed issue logs through resolution
• Support annual deferred compensation enrollment, including communications review and system testing
• Assist with retirement plan audits and audit response preparation
• Support retirement reporting, including employer match reviews and restoration calculations
• Help execute retirement strategy initiatives such as plan amendments and transitions
• Support and coordinate union related retirement communications
• Partner...