Lydia Chen Email & Phone Number

Markham, Ontario

• Expertly carried out pension benefit calculations, such as retirements, terminations, death and others in accordance with plan rules and legislative requirements; calculations include deferred and immediate pensions, joint and survivor benefits, pension adjustment (PA), pension adjustment reversal (PAR); • Demonstrated expertise in servicing defined benefit retirement plans along with communicating member pension benefits, ensuring accurate calculation and processing of application forms,… Show more • Expertly carried out pension benefit calculations, such as retirements, terminations, death and others in accordance with plan rules and legislative requirements; calculations include deferred and immediate pensions, joint and survivor benefits, pension adjustment (PA), pension adjustment reversal (PAR); • Demonstrated expertise in servicing defined benefit retirement plans along with communicating member pension benefits, ensuring accurate calculation and processing of application forms, and organizing/distributing monthly pension payments;• Ensured accuracy in preparing annual pension statements for active, deferred and pensioners;• Professionally communicated complex material in clear and concise manner to pensioners and active members;• Ensured to stay organized and manage workload considering priorities while coordinating special projects. Show less

Toronto, Ontario, Canada

North York

• Provided excellent services to Union members by assisting them in processing their retirement, termination, death, marriage breakdown and disability benefits through various channels of communication;• Determined members' eligibility in accordance to pension legislation and plan provision, as well as available options and benefits; distributed pension payouts;• Performed precise pension calculations using Excel and Creative Actuary; • Prepared reports for trustee meetings, and… Show more • Provided excellent services to Union members by assisting them in processing their retirement, termination, death, marriage breakdown and disability benefits through various channels of communication;• Determined members' eligibility in accordance to pension legislation and plan provision, as well as available options and benefits; distributed pension payouts;• Performed precise pension calculations using Excel and Creative Actuary; • Prepared reports for trustee meetings, and distributed annual pension statements, ensured accuracy in handling month-end balancing;• Solely performed various benefit administration tasks and collaborated with other pension team members to guarantee prompt responses. Show less

Bachelor’S Degree, Information Technology

Activities and Societies: Part-time Librarian, Christian Club BAS Information Technology

Cebs

Currently enrolled in CEBS designation