Pension consultant vs benefits advisor

Differences between pension consultant and benefits advisor duties and responsibilities

Pension consultant example responsibilities.

• Recruit to manage key client engagements to define global strategic sourcing projects and solutions to utilize technology and advance ERP systems.
• Research and compile documents to assist senior legal counsel specific to ERISA litigation.
• Fast learner, note for quickly developing strong knowledge of IRS rules for insurance industry.
• Leverage sales skills to identify customer needs and create new opportunities to transfer assets to TIAA-CREF.
• Pioneer the Spanish initiative, in taking the first calls in Spanish for TIAA-CREF along with a small team.
• Review court orders and relate legal documents to ensure compliance with applicable IRC provisions, ERISA, and qualify plan requirements.
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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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