The Pension Implementation Manager is accountable for onboarding new clients, converting existing client systems, and enhancing automation utilization. This role involves technical expertise while assessing the educational and training needs necessary to support operational and system-related activities.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

• Reviews and interprets requirements for new client retirement plan implementations, administrative system conversions, and plan changes; evaluates client needs to develop testing, training, and resource material.
• Attends implementation and conversion meetings as the functional subject matter expert, providing interpretation of plan rules and direction for programming, to ensure the success of the project.
• Facilitates training for new and current employees on administrative systems, changes, new or revised processes, specific contract language, interpretation of benefits, and departmental procedures.
• Coordinates and oversees the review and testing of all requirements to include benefit calculations for new business and system conversions.
• Responsible for data validation during system conversions.  Reconciles and ties out all benefit payment data, as well as benefit accrual data for active and terminated vested participants.
• Facilitates the development/update of forms, letters, and application documents associated with plan administration.
• Provides recommendations and proposals to management for improving automation in processes, reporting, and workflow.
• Provides support to management in the research and resolution of complex functional and system issues.
• Writes and distributes internal and external communications and participates in developing department policies, procedures, and training.
• Maintains communications and effective working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
• Maintains operations requirements while adhering to compliance, regulatory, and legal guidelines.
• Performs other duties and special projects as required.

• High school diploma and five years of experience in retirement plan administration. Or, Bachelor’s degree in business related field and two years of experience working in retirement plan administration.
• Proficiency in Microsoft tools and applications.
• Excellent verbal and written communication and strong interpersonal skills.
• Strong leadership skills.
• Team player, able to work effectively with a cross-functional team.
• Must be able to work independently.
• Proven attention to detail, follow-through skills and problem-solving skills.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.  Duties, responsibilities and activities may change at any time with or without notice.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Normal degree of physical effort in a typical office environment with comfortable, constant temperatures and absence of objectionable elements.
• May be required to work remotely.