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Conducts retirement and benefits-related calculations and analysis including repurchase of service, withdrawal of
contributions, and deferred retirement.
. Researches and recommends appropriate benefits plans and services based on data analysis.
. Conducts group benefits presentations for and/or individual interviews with employees regarding retirement and
pension options.
. Acquires and distributes relevant information and documentation to plan participants and beneficiaries.
. Develops and maintains records of participants and beneficiaries including active, deferred, retired, and separated
members.
. Serves as a liaison between beneficiaries and participants and the plan administrator, handling or facilitating
requests for contribution adjustments, refunds, and other administrative changes.
. Coordinates with actuaries, plan administrators, accountants, and other professionals to provide verified and
compiled data for administration of benefits.
. Assists with open enrollment for retiree insurance benefits.
. Ensures retirement plans are administered in accordance with company, state, and federal guidelines and
regulations.
. Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement
benefits.
. Performs other duties as assigned.
At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations.
Job ID: 127751073