Kate Eggers Email & Phone Number

Seattle, Washington, United States

Assist in Plan communication documents including the Summary Material Modification, Summary Plan Description, and the quarterly Executive Summary. Work alongside the trust’s legal counsel to develop scripts and prepare tutorial videos for the trust’s website.Manage all appeals received by the Western Conference of Teamsters Pension Trust, the largest area-wide multi employer pension plan in the United States. Prepare written cases and supporting documentation on a quarterly basis and act as a liaison between the pension trust and legal counsel. Present appeal cases to the Benefits Review Committee quarterly for a decision on cases.Write determination letters to appellants following decisions by the Benefits Review Committee, explaining plan provisions and ERISA law coupled with the decision on the case.

Meridian, Idaho

Provide face-to-face interviews with plan members of the Western Conference of Teamsters Pension Trust, the largest multiemployer pension plan in the U.S. covering 223,000 active participants. Review Work History Statements and Estimate of Benefits Statements with members preparing for retirement, assist with the application process and election of benefits. Assist in Plan communications, including preparing scripts and creating tutorial videos for the trust website.Prepare written denial letters, overpayment letters, and explanation letters regarding eligibility for plan benefits. Prepare appeal case write-ups and supporting documentation, write determination letters, and communicate with appellants regarding their claims for benefits.

Meridian, Idaho

Review employer payroll records to ensure that participants are receiving the benefit contributions promised in their collective bargaining agreement. Review and analyze payroll records to ensure compliance with appropriate contracts. Complete data entry and document errors/omissions using proprietary audit software. Effectively communicate with employers, asking appropriate questions and explaining audit results.

Master Of Business Administration (Mba), Business Administration And Management, General

Psycholgy, Psychology