Senior Plan Manager

SUMMARY
Professional will be responsible for the client relationship, exercising discretion in all matters relating to Fund administration, including but not limited to: Fund financials, Participant service, Trustee concerns, etc. Candidate must be able to Review and analyze monthly financial statements, monitor income and expense fluctuations, manage inter-department relationships with department management to ensure that client-specific procedures, in and between Contribution Entry, Vacation, Claims, Reciprocity, Eligibility, Pension and accounting are routinely practiced and enforced.

GENERAL DUTIES AND RESPONSIBILITIES - Including but not limited to:

• Attend Board of Trustees meetings, ability to write minutes, direct departments with regards to implementing directions by the Trustees and compliance with ERISA, legislative and Department of Labor requirement.
  
• Review and have knowledge of all client vendors - including billing practices, services being performed for each Fund, frequency of presentations to the Board of Trustees
  
• Ability to assist Consultants and Attorneys in reviewing drafts and coordinate all employer and participant mailings, to notify of rate changes, benefits changes, Summary Material Modifications, Summary Annual Report, etc.
  
• Interpretation and applications of provisions of Plan/Trust Documents with Amendments, Summary Plan Descriptions and/or the ability to research within these documents to respond to inquiries.
  
• Respond to departments regarding Plan benefits, contributions, eligibility, Plan provisions, or ability to research inquiries before forwarding to legal counsel for interpretation.
  
• Handle problematic calls or situations, including complaints against Supervisors or Managers and requests from Trustees.
  
• Represent Trust Funds in general audits by the Internal Revenue Services and Department of Labor.
  
• Analyze, document and assist with system problems and modification. Provide specific direction to Programming regarding benefit changes.
  
• Oversee the daily operations of the Funds.
  
• Report regularly to the Board of Trustees of the Funds. Present to the Trustees all matters regarding the Funds: applications for ratification, appeals, applications for approval, eligibility issues, etc.