Sheet Metal Workers National Benefits Fund

Pension Analyst

Based in Fairfax, VA


The Pension Analyst performs all aspects of processing retirement applications and inquiries for pension benefits independently.  The functions include set-up through completion and storage of files.  The Pension Analyst is part of a team environment and will be cross trained in Billing and CBA areas to create a well-rounded understanding of the Plan operations.


  • Perform retirement benefit computations and verifications.  Must effectively interpret the Plan to develop clear, accurate benefit calculation or determination of denial of benefits.
  • Communicate the terms of the Plan effectively. 
  • Prepare and verify retirement election forms and notifications as well as compose correspondence.
  • Prepare timely responses to legal disclosures and documents to participants, counsel and regulatory authorities.
  • Prepare participant appeals and other materials for review.
  • Accurately transfer data from outside sources to pension files. 
  • Handle daily departmental mail and provide telephone relief.
  • Work on various projects as needed.
  • Assist team members and cover for another employee due to absence or increased workload.
  • Perform additional assigned responsibilities required to support Operations.


  • Bachelor’s degree or equivalent experience with a multi-employer, Taft-Hartley, defined benefit plan.
  • Proven track record of exceptional performance in providing professional customer service.
  • Ability to communicate effectively, both orally and in writing.
  • Strong verbal and interpersonal skills.
  • Able to work independently and within a team environment.
  • Able to handle multiple tasks and prioritize responsibilities while paying special attention to detail.
  • Demonstrates strong analytical and problem solving skills.
  • Strong mathematical aptitude.
  • Able to use office equipment such as computer terminal, PC, printer, copier, calculator, scanner, fax machine and multi-extension telephone.
  • Proficient in all Microsoft Office applications.

Please email resume and cover letter, with hourly rate requirements to kbruck@smwnbf.org.

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