Pension Plan/Health and Welfare Fund Administrator

Company:Golden Gate Transit – Amalgamated Retirement Plan

Golden Gate Transit – Amalgamated Retirement Plan
Golden Gate Bridge, Highway & Transportation District Health & Welfare Fund

San Rafael
Marin County, CA

Job Type:
Experienced Employee Benefit Plan Administrator

Job Description:
The Golden Gate Transit – Amalgamated Retirement Plan (“Plan”) and the Golden Gate Bridge, Highway & Transportation District Health & Welfare Fund (“Fund”) are currently seeking a full-time Administrator to provide joint administrative services to the Plan and Fund. This position reports directly to the Board of Trustees of each of the Plan and Fund. The Administrator will provide administrative services to support a single employer, public employee, defined benefit pension plan and a supplemental health and welfare benefits plan. The Plan and Fund provide benefits to approximately 275 active members and their eligible dependents as well as 400 retirees. The Plan has assets of approximately $110,000,000, while the Fund has asset that do not generally exceed $1,000,000.

The Administrator is a hands-on position that is responsible for overseeing and managing the day-to-day operational, technical, and organizational administration of the Plan and the Fund in accordance with all respective Trust Agreements and Plan Documents. This responsibility includes developing, implementing, and monitoring policies, programs, standards and procedures to ensure compliance with all relevant local, state and federal regulations and requirements, and interacting with all relevant local, state and federal agencies such as the IRS. The Fund Administrator must interact collaboratively with the Trustees, participants, employers, union, professional advisors, service providers at all levels both inside and outside the organization.


Responsibilities include but may not be limited to:
• Oversee day-to-day operations: Ensure financial and operational accuracy and compliance of the administration of the Plan and the Fund; Establish and monitor operational policies, procedures and standards to ensure efficiency, accuracy and prompt, accurate service to participants; Oversee and monitor all service providers; Oversee financial accounting of the Plan and the Fund and review/approve all financial transactions (e.g., payroll, bills, transfers) and work (e.g., pension applications, calculations and benefit payments).
• Hiring, training and oversight of benefits staff consisting of up to two part-time employees
• Ensure compliance: Consult with outside professionals on compliance matters as needed; Assist in submission of government mandated forms; Remain informed of all plan provisions for the Plan and the Fund; Network regularly with professional organizations and colleagues in the industry to stay informed of new regulations, recent events and/or other situations that could affect the Plan and the Fund.
• Communicate Plan and Fund changes: Ensure all Plan and Fund policy changes are communicated to administrative office staff, participants, employers, unions, as well as other plan professionals and colleagues as needed; Ensure that all participant communications and required notices are completed and distributed in a timely manner; Communicate regularly with participants, professional advisors, governmental agencies, employers, unions and Trustees.
• Coordinate and attend Board meetings: Schedule and coordinate all logistics and materials for Board of Trustee meetings; Prepare and present routine and periodic management reports related to benefit administration/operations; Attend Board, committee and other meetings as directed by the Trustees.
• Ensure adequate systems and technology: Ensure systems are maintained and updated to support the Plan’s and the Fund’s recordkeeping, benefit processing and participant service needs.
• HIPAA Privacy and Security official: May serve as HIPAA Privacy and Security Official; Ensure development, implementation and adherence to privacy and security policies and procedures and training of Plan and Fund office staff.


The ideal candidate will meet the following requirements:
• Work Experience: Minimum of five (5) years of experience in benefit plan administration (pension and health) and compliance required; Minimum of two (2) years of senior-level management experience required, including direct experience with executive-level decision making and interaction with Executive Management.
• Educational Background: Bachelor’s degree preferred; Ideal candidate would have advanced degree (e.g., MBA) or CEBS certification.
• Special Skills or Credentials: Experience in Taft-Hartley or collective bargaining environment preferred; Extensive knowledge of pension and health plan administration and compliance is required, including familiarity with ERISA, HIPAA, ACA, The Brown Act, and other government related/ legislative regulations; General knowledge of Medicare, Medicare Supplement Plans, and Health Reimbursement Account (HRA) Medical Plans a plus. The ideal candidate will also have demonstrated strong leadership and judgment skills, be detail oriented and highly organized, have strong analytical skills including the ability to interpret legal documents, operational information and legislative regulations, strong project management skills, be a team player, have excellent interpersonal skills, be especially patient and experienced in communicating with the aging population, and must communicate well with the board members of the Plan and Trust.


$70,000-$93,000 Depending on Experience


Kaiser HMO Platinum 90 HMO 0/10 Plan with 100% premium paid for employee. Spouse/dependent coverage available at 100% cost to employee.
457-B Up to 6% of salary contribution matched by employer.


We are an affirmative action employer and encourage applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability.

To apply, please send your resume and salary requirements to or

Attn: Ms. Tehani Lecoeuche
185 N Redwood Drive, Suite 201
San Rafael, CA 94903

Please include job reference: Benefits Administrator, Sr. in your resume.