Pension Implementation Manager

Position Summary

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."

Key Duties and Responsibilities

• 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.

Minimum Qualifications

• 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.

Working Conditions/Physical Effort

• 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.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at recruiting@zenith-american.com, and we would be happy to assist you.

Zenith American Solutions

Real People. Real Solutions. National Reach. Local Expertise.

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!