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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in pension plan requirements documentation, including Business Requirements Documents (BRDs), and possesses strong analytical skills for interpreting and validating pension calculations and provisions. Effectively collaborates with cross-functional teams and communicates complex information to stakeholders.
Highest-signal resume keywords
Pension Plan Requirements DocumentationBusiness Requirements Documents (BRDs)SQL Data AnalysisPension Benefit CalculationsAudit Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pension Plan Provisions InterpretationBusiness Requirements DevelopmentData AnalysisPension Calculation ValidationDocumentation Maintenance
Soft Skills
CommunicationCollaborationProblem-SolvingTraining DeliveryStakeholder Engagement
Tools & Technologies
Reporting ToolsPension Administration Systems
Industry Keywords
Defined Benefit Pension PlansEligibilityBenefit CommencementService DeliveryOperational Changes
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Serve as a Plan Requirements Owner and Documentation SME for assigned Defined Benefit pension plans
- Interpret pension plan provisions and translate them into business, operational, calculation, and system requirements
- Develop, review, maintain, and update Business Requirements Documents (BRDs) and other pension plan requirements documentation
- Maintain plan documentation, procedures, calculation requirements, work instructions, and supporting materials
- Identify and resolve gaps, inconsistencies, or ambiguities in pension requirements
- Document new requirements and changes resulting from plan amendments, operational changes, system updates, or defects
- Research and respond to complex participant issues involving eligibility, pension calculations, credited service, benefit commencement, and service delivery
- Research system and calculation issues and review pension benefit calculations for accuracy and consistency with plan provisions
- Process and review retirement benefit applications and verify participant information
- Research historical service, eligibility, benefit credits, and related information for accurate pension calculations
- Perform data analysis using SQL, reporting tools, and other resources
- Support testing and validation of pension system changes, calculation updates, defects, and requirements changes
- Validate system results against approved pension plan requirements and expected calculation outcomes
- Support internal and external audits by researching requests, providing documentation, and validating calculations and data
- Maintain documentation, work papers, and supporting records for a clear audit trail
- Identify documentation and process improvements
- Support plan administrators and team members as a pension requirements and documentation resource
- Partner with business, operational, and technical teams to clarify requirements and resolve issues
- Communicate with client Human Resources personnel and vendor/support teams
- Prepare and deliver training on pension provisions, requirements, calculations, procedures, and documentation
- Collaborate with plan administrators and team members to complete projects and ensure consistent pension administration services
Requirements
What you’ll needBenefits
Comp & perks- Bonus or incentive eligibility based on business need
- Health insurance coverage
- Voluntary dental and vision programs
- Life and disability insurance
- Retirement savings plan
- Paid holidays
- Paid time off (PTO) or vacation and/or sick time
- Reasonable accommodations for applicants with disabilities