Client Services Analyst - Defined Benefit Pension Plans
Mercer (Contractor through Momentum Resource Solutions)
- Managed and resolved administrative and case management issues as well as data processing activities for large pension plan account.
- Calculated pension benefits for retiring participants.
- Utilized numerous software programs to manage and resolve open service requests.
- Provided third party trustee with participant tax withholding instructions.
- Interfaced with plan participants as needed to facilitate distribution processing.