Processed Annuity payments, death benefit claims, and loans following the established ERISA, Taft-Hartley defined contribution, and Annuity Trust plan documents.
Reviewed and audited retirement benefits claims to ensure that they adhered to legal guidelines.
Corresponded with participants regarding their Annuity accounts as needed and requested.
Solid understanding of the laws and regulations involved with the Annuity account.
Including ERISA and Taft Hartley directed Funds.
Corresponded with record-keeper on a regular basis to track status of checks paid, request materials, and follow up on status of payments
Utilized web based software such as SharePoint to upload documents and track the processes of inquiries regarding Employers contributions, Qualified Domestic Relations Orders (QDRO) and any other related court orders as needed.
Located and processed claims for beneficiaries regarding any death benefits that were payable from the Annuity Trust.
Efficiently communicated with participants, colleagues, and business managers via telephone, e-mail and written correspondence to ensure that the claims are paid accurately and efficiently.