pension analyst/pension specialist
- Worked within the guidelines stipulated by the pension plans of the various companies that Fidelity Investments manages.
- Worked closely with various teams across Fidelity and any client contacts to find errors made while processing pension benefits, which may have led to a payment to a participant beyond what they were due per their pension plans guidelines.
- Researched the validity of any errors made and notify the affected participants of any excess benefits paid to them beyond what they were due per their pension plans guidelines.
- Arranged the recovery of excess amounts paid to participants through benefit adjustments, or establish repayment schedules, based on customers’ financial situations.
- Streamlined any processes to improve adherence to plan rules, the efficiency of data collection, and the completion of tasks within timelines required by company guidelines.
- Worked directly with participants, their relatives, and financial advisors to communicate, advise and de-escalate when necessary.