Manager, Pension And Retirement Contract Administration

Mutual Of America Financial Group

Job Title: Manager, Pension and Retirement Contract Administration

Location: Boca Raton, FL (Hybrid)

Who We Are:

At Mutual of America Financial Group (“Mutual of America”), our mission is to “help people build the assets they need to achieve greater financial security.” Our mission is built upon a strong foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with Pension and Retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial planning goals.  

We are committed to bringing talented and motivated people together to help our customers plan for a financially secure future.

Role Summary:

The Manager, Pension and Retirement Contract Administration is responsible for much of the day-to-day oversight of the Document and Plan Record Administration and Documents Issuance departments, including their teams, and for deliverables. The Manager will oversee most of the Document and Plan Record Administration and Documents Issuance departments in the Home Office as well as in the Boca Raton Office.

Responsibilities:

• Responsible for the quality and accuracy of NAV Trusteed plans, Group Annuity plans, Amendments, Group Annuity Contracts/Certificates and Riders, and Summary Plan Descriptions.
• Plan and Contract interpretive rulings
• Training and development of the teams
• Respond to Regional and Home Office questions regarding general plan administration
• Provide guidance, direction, and pension design alternatives to personnel in Marketing and other divisions to aid in meeting the objectives of clients and prospects
• Coordinate with other departments such as Law, State Compliance, Loans, Actuarial, Billing, Employer Records to keep abreast of new Pension and state legislations and to ensure documents issued are in compliance, and system development requests conform to regulatory requirements
• Drafting departmental policies and procedures
• Administrator for Relius Documents system
• Managing special projects, such as plan restatements, compliance amendment mailings and annual 5 year SPD projects
• Ensure goals are within budget and timeline
• Provide Business Continuity support to the operation of the Document and Plan Record Administration and Document Issuance departments where employees in this position must be available at all times, at the discretion of management, to perform their job functions including, but not limited to, the event of a potential storm or other emergency situation
• Other projects as assigned

Required Qualifications:

• Bachelor's Degree
• Proficiency with MS Office Suite, Adobe Acrobat, Salesforce
• Detail oriented, with the ability to adapt to a changing environment and manage large volumes of work
• Excellent communication skills
• Customer service oriented
• Ability to manage time, prioritize projects and work independently
• Excellent analytical and technical skills
• At this time, Mutual of America Financial Group will not sponsor an applicant for employment authorization for this position.

Preferred Qualifications:

• Minimum of 5 years’ experience working in the retirement services industry
• Experience working with Salesforce, Relius Documents and Relius Exchange systems or familiarity with other plan document systems
• Accreditations from CEBs, LOMA or other industry related training programs

What we offer you:

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays
• Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. #LI-JB1