Retirement Services Group Assistant Manager

Company: Midwest Operating Engineers Fringe Benefit Fund
Location: La Grange
Posted on: February 15, 2026

Job Description:

Job Description Job Description Duties and Essential Job Functions: The Pension Assistant Manager is responsible for supervising pension representatives and support staff. This position will be the primary lead for benefit calculation review, staff supervision and training for a $5.5 billion pension plan paying out over 11,000 pensioners and beneficiaries. Essential Functions: Supervise the work and training of 14 pension representatives, support staff and interns. Assist with mid-year and final reviews of staff. Provide mid-level to final review for new pensions, late retirement adjustments, QDRO segregations, RBD, Lump Sum and interest calculations. Assist in month end and year end balancing. Assist with review of amendments, SPDs, Plan language as necessary. Work with the Funds’ auditors in the preparation of annual audits and filings. Available to present to the membership at Know Your Union meetings, Pre-Retirement Seminars and Benefit Fairs as needed. Assist in monthly appeal processes as needed to ensure compliance with plan provisions. Education and Experience: Bachelor’s degree preferred with analytical focus or equivalent business experience of five (5) years. Must have 5 plus years in Taft-Hartley or collectively bargained environment with a minimum of 2 years managing a qualified pension plan and support staff preferred. Position Qualifications & Required Skills: Expert on benefit calculations, QDROs, ERISA and related IRS/DOL codes Working knowledge of pension benefit plans and benefits administration systems Advanced skills in excel and background in programming and testing software Strong management and leadership skills required; able to coach, mentor, motivate, and create improvement processes Commitment to accuracy To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required: -Ability to Build Relationships – able to quickly establish trust and rapport with coworkers by acting as a good listener and problem solver. -Communicate with impact – excellent oral and written communication skills with ability to communicate in simple, persuasive ways. Able to act appropriately when faced with confrontation and communicate difficult messages with sensitivity and tact. -Accountability – hard worker, self-motivated, delivers on commitments, owns up to mistakes when made. -Adaptability – positive, flexible, and a good problem solver. Good with change. -Self- Confidence – sets high standards for personal growth, “can-do” attitude, and strong sense of who they are. - Inspires Others – works well with others and can motivate others to achieve goals. Computer skills – Must be computer savvy. Proficient in Microsoft Office and Excel.

Keywords: Midwest Operating Engineers Fringe Benefit Fund, Kenosha , Retirement Services Group Assistant Manager, Accounting, Auditing , La Grange, Wisconsin