Retirement Plans – 403(b), 457(b), 457(f)In conjunction with recordkeeper, consults with faculty and staff regarding eligibility, elections, plan provisions, and IRS contribution limits.Prepares and maintains records related to retirement and resolves conflicts that may arise through plan changes or enrollment.Responsible for administration of MCW’s 457(b) plan.Management and administration of the Plan’s lost participant process.Maintains working knowledge of retirement plan trends and legislation affecting retirement plans and works with Benefits Consultant – Retirement to ensure MCW plans are compliant.Responsible for ongoing maintenance of Retirement Plan intranet pages and developing or updating communications to eligible participants.Coordinates with the retirement plan recordkeeper to adhere to effective dates and maintain timely and accurate retirement contributions.Assists with auditing retirement contributions throughout the plan year to ensure annual contributions are within IRS limits. Facilitates contribution adjustments and resolves issues related to plan participant overcontribution.Assist with facilitating and testing critical bi-directional file feeds containing confidential and time-sensitive information to and from the retirement plan recordkeeper.

Demonstrates ultimate accountability for client relationship and provides strategic direction for client to ensure unmatchable excellence and compliance with ERISA in accordance with the client's plan document and Lincoln Retirement's policies and proceduresResponds to our strategic partner's (field partner, TPA & plan sponsor) calls, requests and inquiries regarding multiple market concepts, products, pricing, services and plan design issuesReviews & evaluates processes between Lincoln and the TPA and recommends, initiates and manages resolutions and improvements to ensure strategic partners' expectations are metFacilitates discussion regarding contract pricing and changes to that pricing with our field partnersAnalyzes customer feedback to better meet emerging customer expectationsAdvises management on strategic partner's needs and issues, routinely assuming the role of strategic partner advocate/liaison/operational expertTechnicalDevelops and maintains a high level of technical expertise in order to advise on a wide variety of financial services, pension administrative services, systems and pension productsProvides analysis and decision-making support to management or higher level Account Mangers for successful resolution of customer complaintsWorking knowledge of qualified retirement plan/product/regulatory requirements (SEC, FINRA, IRS, DOL, ERISA and DOI)Understanding of recordkeeping/pension administration servicesWorking knowledge of qualified retirement plan products services markets and distribution channels

Provides guidance and education to employees, retirees, human resource business partners, and other benefits staff on the system-wide employee benefits programs. Assists in the development of plan materials, and monitors market trends to enhance the program's effectiveness.Calculates defined benefit pension plan monthly benefits for active employees and terminated vested employees and counsels them regarding benefit options.Reviews and analyzes employee benefit plans to ensure compliance with federal and state regulations.Scrutinizes proposed changes with actuaries, attorneys and consultants, and assists in implementing approved changes.Participates in the development of plan descriptions, handbooks, and training programs to provide management and employees with information necessary to understand their benefit programs.Assists with the coordination of the acquisition of information for the actuary, auditor, and all ERISA filings and other government compliance requirements.

*Assist in Call Coaching*Interviewing potential New Hires*Handling escalated issues with Plan Sponsors, Brokers, Advisors*Acting Supervisor when manager is out of office*Manage a block of over 300 retirement plans•Effectively use available resources to independently resolve a variety of issues to all levels of clients, including inquiries on Compliance, the Plan Administrators website, Tax Reporting, Audits, Re-Pricing of contracts, Broker commissions, Investment Options, Plan and Contract Terminations and all related SEC and IRS guidelines.•Promote client retention and identify opportunities to build existing relationships through timely service quality.•Proactively communicate with Advisors, Third Party Administrators and Plan Sponsors to discuss efficiency training and education, helping them manage and grow their business.•Provide value - add solutions to increase operational efficiencies within the client and their retirement plan operations.•Collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.•Assist with the introduction of new products and services.•Research and respond to client retirement plan questions.•Resolve complex situations or requests. This includes but is not limited to: operational enhancements, researching historical transactions and complaints.

•Follows up on outstanding issues with internal functional areas as well as with external clients. •Ensures issues are being resolved and clients are kept apprised of progress, providing the highest level of customer service and satisfaction. Typically handles standard/routine problems/issues and refers more complex issue to senior staff.•May participate in conference calls and meetings to assist plan sponsor to resolve questions or issues•Assists with the daily activities of the Account Manager staff by handling tickets to fulfill services requests, such as Contact changes, Social Security Number corrections, and fund changes.•Completes simple record keeping system changes and performs routine maintenance as necessary.•Acts as final Quality Assurance for certain aspects of Account Manager's work.•Assists with research and long-term projects.•Over time and commensurate with experience, team member is expected to demonstrate overall proficiency, self-reliance and resourcefulness.

*Responsible for handling incoming medical claims ensuring a high level of customer service and maximizing productivity.•Provide expertise or general claims support by reviewing, researching, investigating, negotiating, processing and adjusting claims •Analyze and identifies trends and provides reports as necessary •Constantly meet established productivity, schedule adherence, and quality standards