Fund Representative for Education & Employer Services Department

Washington D.C.
Jun 13, 2017
Jul 18, 2017
Full Time

IAM National Pension fund is seeking a Fund Representative in their Education & Employer Services Department.  The successful candidate will be an individual who is passionate about representing the Benefit Funds Office.   As a Fund Representative you will act as a liaison between the Benefit Fund’s contributing employers, union representatives and participants and will be expected to foster close working relationships with all of the Fund’s internal departments. Fund representatives are at the forefront of new employer acquisition and retention so regular attendance at conferences, conventions, education briefings, and union meetings are vital.

Fund Representatives work closely with the IAM Pension Coordinators to retain and bring in new employers to the IAM National Pension Fund, the IAM National 401(k) Plan and the National IAM Benefit Trust Funds.

Fund Representatives also do presentations in front of high profile audiences and during high stress situations. We also conduct one-on-one meetings with participants to educate them on the value of the Plans or their personal benefits.  Further, Fund Representatives address attendees at state councils, territorial staff conferences, etc.

Roles and Responsibilities

  • Fund Representatives are required to possess detailed knowledge of retirement benefits i.e. defined benefit plans, defined contribution plans, single employer plans multiemployer plans and other retirement information such as PBGC, ERISA, IRS regulations, Pension Protection Act (PPA06), Multiemployer Pension Reform Act (MPRA 2014) and form 5500’s including Schedule SB (cost, funding, etc.)
  • Analysis of other pension plan documents and 5500’s to prepare plan comparisons and presentations on the differences between company plans/multiemployer plans/defined contribution plans and the IAM National Pension Plan
  • General knowledge of all other departments in order to help solve problems that may arise in the field.  Follow-up and follow through to ensure problems are solved
  • Give presentations or speeches to various audiences ranging in size from 2 to 2,000
  • Prepare presentations using various software tools such as Prezi and PowerPoint
  • Handling the following types of meetings which includes the ability to effectively present information and respond to questions:
  • Company meetings – for potential new groups with Benefits Specialists, Human Resource employees, Attorneys, Actuaries, and Corporate personnel.  Give a presentation on the Plans.  Compare current plan to the National Pension Plan and discuss the differences.
  • Union negotiating committee meetings – give presentation and discuss in detail the National Pension Plan.  Compare current company plan(s) to the National Pension Plan and offer strategy on various methods of implementing the National Pension Plan based on the current situations (i.e. 401k match, automatic contribution from employer, etc...)
  • Educational meetings – for current employees/participants of contributing employers.  Give overall presentation on the National Pension Plan and how it benefits them.  Also one-on-one meetings to provide benefit projections and instructions on setting up online profile.
  • Various conferences – give presentation on Plan(s) and discuss specific matters that may be requested by the union.
  • Contact and follow-up with union representatives in a specific time period prior to negotiations to determine the union’s plans to propose the various plans and offer assistance
  • Keep files and database updated with current status of potential new employers
  • Establish and maintain relationships with current participants, contributing employers and union business representatives
  • Create and deliver presentations, understand prospective client requirements, and carefully qualify opportunities
  • Continually monitor pension industry news, legislation, and competitive retirement landscape
  • Interact with a variety of professionals including Board Members, company CEOs, consultants, attorneys and actuaries
  • Develop and drive new opportunities from beginning to end:  initial pitch, final presentations, client onboarding, ongoing account reviews, and client services
  • Develop, maintain and enhance metrics with critical and creative thinking
  • Ability to create ad hoc reports for a variety of requests and situations

Qualifications and Education Requirements

  • Undergraduate degree required (marketing, advertising, or related field)
  • Ability to convey complex concepts simply and clearly to various parties
  • Organized, diligent and high energy individual, committed to excellence
  • Ability to work well on a team as well independently with minimal supervision
  • Exceptional oral, written, and communication skills. 

Preferred Skills

  • Public speaking
  • Persuasive communication, both oral and written
  • Database management
  • Time management

Additional Notes

  • Must be flexible working weekend and evenings including frequent travel up to 75% of the time

Interested qualified candidates are encouraged to apply.  Please submit a cover letter and resume to Cynthia Dietrich, Interim Director of Human Resources at

The Fund offers a competitive salary, a full range of benefits, and the opportunity to work in a collegial environment. 

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