Job Description

Bricklayers & Trowel Trades International Pension Fund

Pension Documentation Coordinator

Based in Washington, DC

Are you interested in working for an organization that believes in fair wages, exceptional benefits, safe working conditions and promotes great team spirit? If so, we’d love for you to consider joining our team! Bricklayers & Trowel Trades International Pension Fund (IPF) is currently hiring in the Washington, DC area for the position of Pension Documentation Coordinator ! 

The IPF was founded in 1972 and is a defined benefit plan covering 92% of members of the International Union of Bricklayers and Allied Craftworkers (BAC) throughout the U.S.; ensure the retirement security of more than 26,00 U.S. pensioners and beneficiaries. The IPF also provides benefits to over 900 pension and beneficiaries under the IPF-Canada Plan. 

The Fund also offers the BAC Save Retirement Savings Plan which offers supplemental security for members consisting of both an Annuity and 401K Plan. Both the BAC Save Annuity and 401(k) Plans have proven track records of assisting members bridging gaps in their finances and improving living standards. Building upon its core mission of ensuring a secure, dignified retirement for skilled Union masonry craftworkers, the IPF strives to deploy the latest technology to administer it’s Plans and adheres to solid investment practices to protect Fund assets. Our participants are the most highly skilled trowel trades craftworkers across the United States and Canada including bricklayers, stone and marble masons, cement masons, plasterers, tile setters, terrazzo and mosaic workers, and pointers/cleaners/caulkers. 

The Position:
The Pension Documentation Coordinator is responsible for managing, organizing, and maintaining documentation related to pension and retirement benefit plans. This role ensures that all pension-related documents comply with regulatory requirements, internal policies, and industry best practices. The coordinator serves as a liaison between internal departments and plan participants, providing accurate and timely support regarding plan documentation, benefit statements, and reporting. Attention to detail, strong organizational skills, and a clear understanding of pension administration processes are essential for success in this position.

Duties and Responsibilities:

• Monitors incoming IPF application group e-mail, fax machine, and U.S. Mail for applications and other documents to be distributed to IPF staff
• Monitors the new BAC Share-file platform for – electronically prepared applications – uploads/downloads and organization of files and associated documents within the platform
• Scan and maintain IPF, IPF- Canada, Death Benefit (DB) Applications, Qualified Domestic Relations Order (QDRO) or alternate Payee (AP) applications and associated required/requested documents received via multiple modes of communications on the IPF shared network folder. (Records Management)
• Enter received pension applications via manual data entry into the Pension Application system (PAS) and send out letters/e-mails of acknowledgement and/or need items/letters/forms for further documentation required to process the application
• Accurately updated data in Revenue Accounting System (RAS) with information from applications. All PII information. 
• Updates RAS after each Administrative Meeting, in the IPF fields notating the approval/denial of the applications
• Create, prepare and organize paper file folders for the Administrative Committee meetings
• Has clear understanding of the plan rules and regulations for the IPF-US, the IPF Canada, the Retirement Savings Plan and 401(k) plan.
• Assist with phone calls, answering general questions or directing calls to the appropriate person or department
• Research and retrieve beneficiary designations or correspondence via our electronic document storage database, microfilm, or fiche machine
• Perform other duties as deemed necessary by the Team Leader(s) and other executives.

Skills & Other Requirements:

• Strong organizational skills and the ability to work under pressure and meet deadlines
• Prior experience working in high-volume data entry environment preferred
• Excellent skills using Adobe Acrobat, Microsoft Office Products (Outlook, Word, Excel, Office 365) and Internet Explorer for research
• Must have the ability to communicate effectively, orally, and in writing
• Bilingual (Spanish and English) Preferred

Benefits: Comprehensive benefits package, includes but is not limited to:

• 100% Employer Paid Health and Prescriptions for Employee and Family
• 100% Employer Paid Dental and Vision for Employee and Family
• 100% Employer Paid Life Insurance for Employee and Family
• 100% Employer Paid Metro Transit benefits for Employee.
• Legal Services Free for the Employee
• Free Coffee, Juice, and Soda for Employees
• On-site Gym with Free Access for Employees
• Paid Time Off for Volunteering at Local Polls
• Robust Vacation, Sick and Holiday Leave

Salary: $58,379.64 – $63,618.93

Schedule : Monday to Friday

Application Process: To apply to this exceptional and rewarding opportunity, please submit applications/bids to Human Resources attention:

Human Resources Manager: apply@bacweb.org
Email Subject Line: Pension Documentation Coordinator

IPF is an Equal Employment Opportunity employer. People of color, people with disabilities, LGBTIQ people, veterans and women are all especially encouraged to apply. We take pride in our pluralistic community and continue to seek excellence through diversity and inclusion.

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