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Service Employees Pension Fund of Upstate New York SEPF
731 James Street, Suite 300
Syracuse, NY 13203
Attn: Fund Manager
315 479 9030 Email E-mail, mail or fax resume and letter of interest, 3 references and salary requirements.
Posted on 9/7/2021 Featured Listing

Fund Manager

Service Employees Pension Fund of Upstate New York



CEBS Designation



Fund Manager- Defined Benefit Pension Plan.
Planning, administering, and managing the daily operations of the Defined Benefit Pension Fund and staff.
Represent interest of the Board of Trustees and operation of the Fund, manage personnel, coordinate efforts with Contributing Employers, Participating Unions and Representatives and ensure timely distribution of required reports and documents.
Liaison between Trustees, professional advisors (Consultant, Counsel, Accountant, Actuaries, Investment advisors and other professionals), including prepare agenda and materials for quarterly meeting and substantive data relating to agenda, making recommendations on administrative items and Requests for Proposal (RFPs).
Review/approve applications for death and pension benefits, pension calculations, statements, invoices consistent with contracts.
Maintain current contract file.
Implement benefit changes with corresponding notices to contribution employers and participants.
Coordinate preparation, filing and issuance of government reports, including W-4P, Form 5500, Summary Annual Reports, PBGC annual Premium.
Ensure timely distribution of Summary Material Modifications, Annual Notice to Pensioners of IRS Withholding, notices to Separated Vested participants.
Annual Tracking transfer to non-union and management positions and annual tracking of missing participants.
Maintain Fidelity Bonding and Fiduciary Liability Insurance on behalf of Fund and Trustees.
Implement Fund Policy
Prepare annual budget, review/ approve all leases, financial disbursements, authorize banking transfers.
Knowledge of:
Principles and practices of management and supervision;
Principles and practices of customer service;
Principles and practices of budget development and administration;
Principles and practices of strategic and/or program planning;
Principles and practices of basic contract language;
Rules, and regulations of ERISA/ Taft Hartley defined benefit pension plans;
Methods and techniques used to conduct training related to pension plans
Skills in:
Managing and supervising staff;
Organizing and prioritizing work;
Resolving problems and making decisions;
Providing effective customer service;
Preparing and presenting oral and written communications/reports;
Developing, implementing, interpreting, and enforcing rules, policies, and procedures;
Conducting effective presentations;
Performing accurate mathematical calculations/computations;
Managing multiple projects simultaneously;
Managing employee pension plans;
Operating personal computers, including spreadsheet, database, word processing, excel, and other related software;
Communication and interpersonal techniques as applied to interaction with sufficient to exchange or convey information and to receive work direction.

Completion of course work equivalent to the academic requirements of a Bachelor’s degree in accounting, business or public administration, human resources, or a related area, experience managing and overseeing employee pension plans or related administrative and payroll activities or equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Salary Commensurate with Experience
731 James Street, Suite 300
Syracuse, NY 13203
Attn: Fund Manager
Fax:315 479 9030 Other:E-mail, mail or fax resume and letter of interest, 3 references and salary requirements.
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