Executives

• Conducts retirement and benefits-related calculations and analysis including repurchase of service, withdrawal of contributions, and deferred retirement.
• Researches and recommends appropriate benefits plans and services based on data analysis.
• Conducts group benefits presentations for and/or individual interviews with employees regarding retirement and pension options.
• Acquires and distributes relevant information and documentation to plan participants and beneficiaries.
• Develops and maintains records of participants and beneficiaries including active, deferred, retired, and separated members.
• Serves as a liaison between beneficiaries and participants and the plan administrator, handling or facilitating requests for contribution adjustments, refunds, and other administrative changes.
• Coordinates with actuaries, plan administrators, accountants, and other professionals to provide verified and compiled data for administration of benefits.
• Assists with open enrollment for retiree insurance benefits.
• Ensures retirement plans are administered in accordance with company, state, and federal guidelines and regulations.
• Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
• Performs other duties as assigned.

EXL Service