Retirement plan specialist vs benefits assistant

Differences between retirement plan specialist and benefits assistant duties and responsibilities

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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Benefits assistant example responsibilities.

• Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
• Audit HIPAA and outgoing correspondence.
• Maintain strict confidentiality, observing HIPAA and other policies and guidelines.
• Post patient payments, verify insurance coverage for new and Medicaid patients.
• Provide information, education and assistance to clients regarding Medicare and Medicaid by phone and in person.
• Audit, correct and record all attendance records, vacation records, vacation carryover and vacation/sick accruals.
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