Job Description Join our team as a Retirement Administration Expert Collaborating closely with plan administrators and adhering to the Pension Benefit Guaranty Corporation (PBGC) Missing Participants Program, the researcher utilizes a range of investigative tools and techniques to effectively manage benefits.
As a Retirement Administration Senior Professional Analyst within our team, you will be tasked with assisting the Pension Team, primarily concentrating on researching, reviewing, and validating HR and Benefits data. Key duties involve conducting research, analyzing information, and updating records to find participants and beneficiaries who are unresponsive or difficult to trace.
Job responsibilities - Review plan and employer records for participant information
- Utilize online search engines, public records, and social media platforms
- Employ commercial locator services when necessary
- Monitor obituaries and other public notices
- Document all search efforts, findings, and communications in a clear and organized manner
- Reach out via mail, email, phone, or social media to inform participants of their benefits and guide them through the claiming process
- Work with plan sponsors, trustees, and third-party administrators to facilitate benefit distribution
- Adhere to PBGC, Department of Labor (DOL), and IRS regulations regarding missing participants and benefit disbursement
- Keep up-to-date with evolving best practices, tools, and regulatory guidance related to locating missing participants
Required qualifications, capabilities, and skills - Strong research and analytical skills with a knack for uncovering hard-to-find information
- Clear and professional verbal and written communication abilities
- Ability to manage multiple cases simultaneously while maintaining meticulous records
- Comfortable using databases, search engines, and digital communication tools
- Familiarity with pension plan structures, terminology, and regulatory requirements
- Determined and methodical approach to solving complex search challenges
- High level of accuracy in documentation and compliance adherence
Preferred qualifications, capabilities, and skills - Experience in benefits administration, HR, or investigative research
- Knowledge of PBGC's Missing Participants Program
- Background in compliance, legal, or financial services
About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Human Resources plays a critical role in driving the employee experience, shaping the firm's culture and building a diverse and inclusive workforce. We are a strategic partner to the business - working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.
