Nathaniel Chen Email & Phone Number

• Maintain accounting, budgeting, and reporting of Board investments and financial functions
• Conduct retirement allowance calculations and benefit reviews for potential retirees
• Prepare monthly Board Meeting materials, including agendas, minutes, and budgets
• Respond to employees’ and retirees’ inquiries on retirement policies and procedures
• Issue member statements, retiree 1099-R forms, 3(8)(c) invoices/payments, Group 4 health deduction letters, and biennial affidavit forms

Marlborough, Massachusetts, United States

• Maintained accounting records for a $250m pension fund with 20 separately-managed investment funds in accordance with PERAC requirements
• Processed monthly warrants for expenses, refunds/transfers, and 500-retiree pension payroll
• Counseled members through the full retirement cycle, including enrollment, service purchases, benefit estimates, applying for retirement, benefit calculations, and post-retirement
• Managed retirement system website by preparing and posting announcements, agendas, minutes, and meeting events for monthly Board Meetings
• Posted retirement deductions from MUNIS to PTG and reconciled balances between MUNIS, the supplemental schedule, and the general ledger

Greater Boston Area

• Accurately and efficiently calculated retirement benefits for 1,000+ members through application of Chapter 32 laws and MTRS regulations
• Processed requests for service purchases, creditable service estimates, and benefit estimates
• Educated and counseled members by phone, email, in-person consultations, and seminar presentations
• Created and maintained Excel tools to aid agency staff in processing service purchases

Greater Boston Area

• Analyze and process creditable service purchases in accordance with Massachusetts General Laws, Chapter 32 and MTRS regulations and policies.
• Provide benefits to retiring teachers.
• Assist with group counseling sessions and off-site presentations.
• Respond to inquiries from members and other clients
• Provide counseling assistance to members via telephone and on a walk-in and appointment basis to discuss retirement.