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.