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JOB DETAILS

RETIREMENT BENEFITS SPECIALIST

CompanyWilson-McShane Corp
LocationDowners Grove
Work ModeOn Site
PostedSeptember 2, 2026
About The Company
Wilson-McShane Corporation is a third party administrator of over 100 Taft-Hartley Multiemployer Funds and is committed to providing plan participants with exceptional customer service. Wilson-McShane is not the biggest TPA but we pride ourselves in being the best in terms of client value, customer service. technology, employee talent, and strategic and planned growth.
About the Role

Description

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!


The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $29.00 per hour.


Essential duties and responsibilities include the following:

  • Calculate and prepare retirement benefit payment amounts
  • Process retirement benefit applications
  • Explain retirement benefits to participants and provide participants with benefit estimates
  • Answer high volume of incoming participant calls relating to the Pension Plans
  • Regularly meet with participants to answer questions related to their retirement benefits, and communicate with other Fund Professionals as needed
  • Interpret and administer retirement benefits as outlined in Plan Documents
  • Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
  • Other duties and projects as assigned

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:

  • Low Deductible Health, Prescription Drug and Dental Benefits
  • Voluntary Vision, Accident, Critical Illness
  • 401(k) and Roth 401(k)
  • Paid Holidays and Paid time off
  • Employer Paid Short Term Disability
  • Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should have the following qualifications:

  • Proficient in Microsoft Word and Excel.
  • Previous customer service experience preferred.
  • Previous retirement benefits experience preferred.
  • Experience with Taft-Hartley Funds preferred.

If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today!

Key Skills
Microsoft WordMicrosoft ExcelCustomer ServiceRetirement Benefits AdministrationPension Plan ManagementData CalculationApplication ProcessingCommunicationDrafting CorrespondenceTaft-Hartley Funds
Categories
Finance & AccountingCustomer Service & SupportAdministrativeHuman Resources
Benefits
Low Deductible Health InsurancePrescription Drug BenefitsDental BenefitsVoluntary Vision InsuranceAccident InsuranceCritical Illness Insurance401(k)Roth 401(k)Paid HolidaysPaid Time OffEmployer Paid Short Term DisabilityEmployee Assistance Program
Job Information
📋Core Responsibilities
The Retirement Benefits Specialist is responsible for calculating and processing retirement benefit payments and applications for union members. They also provide support by answering participant inquiries, explaining plan details, and maintaining accurate records.
📋Job Type
full time
📊Experience Level
0-2
💼Company Size
247
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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