Join our team as a Retirement Administration Expert Collaborating closely with plan administrators and adhering to the Pension Benefit Guaranty Corporation (PBGC) Missing Participants Program, the researcher utilizes a range of investigative tools and techniques to effectively manage benefits.

As a Retirement Administration Senior Professional Analyst within our team, you will be tasked with assisting the Pension Team, primarily concentrating on researching, reviewing, and validating HR and Benefits data. Key duties involve conducting research, analyzing information, and updating records to find participants and beneficiaries who are unresponsive or difficult to trace. 

Job responsibilities

Review plan and employer records for participant informationUtilize online search engines, public records, and social media platformsEmploy commercial locator services when necessaryMonitor obituaries and other public noticesDocument all search efforts, findings, and communications in a clear and organized mannerReach out via mail, email, phone, or social media to inform participants of their benefits and guide them through the claiming processWork with plan sponsors, trustees, and third-party administrators to facilitate benefit distributionAdhere to PBGC, Department of Labor (DOL), and IRS regulations regarding missing participants and benefit disbursementKeep up-to-date with evolving best practices, tools, and regulatory guidance related to locating missing participants

Required qualifications, capabilities, and skills 

Strong research and analytical skills with a knack for uncovering hard-to-find informationClear and professional verbal and written communication abilitiesAbility to manage multiple cases simultaneously while maintaining meticulous recordsComfortable using databases, search engines, and digital communication toolsFamiliarity with pension plan structures, terminology, and regulatory requirementsDetermined and methodical approach to solving complex search challengesHigh level of accuracy in documentation and compliance adherence

Preferred qualifications, capabilities, and skills

Experience in benefits administration, HR, or investigative researchKnowledge of PBGC’s Missing Participants ProgramBackground in compliance, legal, or financial services