Benefits advisor vs retirement plan specialist

Differences between benefits advisor and retirement plan specialist duties and responsibilities

Benefits advisor example responsibilities.

• Manage broker and group accounts throughout the year administering qualify changes, terminations, and ACA compliance.
• Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
• Function as a liaison between the patient, hospital and governmental agencies to obtain documentation require for Medicaid eligibility determination.
• Maintain employee benefit records in HRIS system, including qualifying event records, personal information updates, and employment status changes.
• Evaluate patients for existing insurance coverage, federal and state assistance programs, or hospital charity application.
• Use tactful and effective interview techniques to obtain pertinent information to assure accurate eligibility determination for Medicaid.
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Retirement plan specialist example responsibilities.

• Generate sales leads for personal investments, annuities and plan sales.
• Participate in establishing and testing pension plans on PeopleSoft to automate applicable calculations.
• Call into the ADP payroll client base to cross-sell retirement products and work with payroll reps on joint sales.
• Research and advise clients and attorneys on laws and regulations to comply with QDRO and federal guidelines.
• Train staff on ASC software and provide office support, as needed, for issues and new training.
• Assist in the planning, testing and conversion of the company's payroll system from GEAC to JD Edwards.
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