Manager, Lay Employee Pension 

Administrative - Human Resources Office

Position Description

Job Title: Manager, Lay Employee Pension                                                           FLSA:  Exempt

Reporting Functions: Reports to Executive Director of Human Resources, Coordinates pension support by other staff members.

Job Function:  In concert with the strategic direction of the diocese, manages all functions pertaining to pension administration, including monthly Lay and Clergy Pensions and reporting. Coordinates all the compliance and reporting requirements of the Affordable Care Act (ACA). Serves as a liaison between the Human Resources Office and the parishes, schools, agencies, and institutions within the Diocese in matters relating to lay employee pension.

Duties and Responsibilities:

General

  • Ensure compliance with federal and state laws
  • Prepare 1095’s for distribution to employees by federal and state deadlines.
  • Manage the administration of all pension plans.
  • Stay current with the latest pension issues and trends.
  • Act as a resource to the Secretary for Clergy and Director of Priest Services for all clergy pension issues.

Lay Employees’ Pension Plan

Responsible for the minutes of all Board of Trustees meetings.

Provide support to Parish and support Services in payments, reports and any additional information required to ensure that all locations are up to date on pension payments.

Manage the operation and administration of the Plan, including:

  1. Preparation and calculation of final retirement applications using the pension estimate worksheet provided by the Payroll Administrator.
  2. Calculate final pension estimates for employees considering early retirement using the pension estimate worksheet provided by the Payroll Administrator.
  3. Calculates buy-back of service time and previous contributions for re-hires who were term-not-vested.
  4. Notify participants of benefit changes.
  5. Life Insurance conversion process for terminated pension plan participants
  6. Calculation to determine retroactive contributions for delinquent pension enrollees.
  7. Process of calculating the refund of contributions for terminated non-vested employees.
  8. Maintenance of the spreadsheets of all pension participants (retired, term vested, rehired, term not vested, leave of absence, and eligibility).
  9. Mailing of the pension statements to participants.
  10. Processing of the annual increases for all retirees who continue to work full time.
  11. Respond to all pension-related inquiries from active employees, term non-vested employees, term vested employees and retirees.
  12. Oversight of the employee participant audit done by actuaries for the annual valuation.
  13. Oversight of the process to inform actuaries of changes to participant’s personal information, beneficiaries, etc.

Other Employee Benefits

  1. Prepare monthly billing statement for all Clergy Benefits, stop loss insurance and other miscellaneous invoices.

Educational/Experience Requirements:

  1. Bachelor’s degree in business, human resources, or related field.
  2. Minimum three years of experience in the administration of pension plans and other employee benefit programs. 
  3. An understanding of the methodology involved in financial analysis.
  4. Supervisory experience.

Other Requirements:

  • Working knowledge of Microsoft Windows – Excel, Word, and business e-mail application at a minimum.
  • Ability to maintain confidentiality and to work with sensitive employee information.
  • Good analytical, problem solving, and communication skills.
  • Ability to identify and implement process changes resulting in increased productivity and/or quality.
  • Ability to supervise, monitor effectiveness, and direct the efforts of subordinates.
  • Respond to all telephone and written inquiries in a timely manner.

Physical Demands: The employee is regularly required to stand, walk, sit, talk, and hear both in person and by telephone; frequent use of equipment that includes repetitive motions and computer eye fatigue. Occasionally required to reach and lift with hands and arms; stoop, kneel, crouch, or crawl, lift and/or move up to 10 pounds. Vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels; visual acuity is required for preparing and analyzing written or computer data, determining the accuracy and thoroughness of work, and observing general surroundings and activities.

Working Conditions:

  • Normal office environment. May be required to attend meetings at other locations occasionally.
  • Normal workdays are Monday through Friday from 8:30 a.m. to 4:30 p.m. (35 hours per week). May be required to work overtime, weekends, and/or holidays occasionally.

Other Conditions: Due to the nature and mission of the Catholic Church, all employees are bound to exhibit respect for the teachings and discipline of the Church in regard to matters of faith and morals, including maintaining a lifestyle which is in conformity with the teachings of the Catholic Church.

Interested applicants should submit a cover letter and resume to:

EMAIL:             resumes@allentowndiocese.org
FAX:                 610-439-7693

Diocese of Allentown
Office of Human Resources
P.O. Box F
Allentown, PA 18105-1538

EOE M/F/D/V