Pension Supervisor - ERISA Compliance Leader

Jamie Islas

Peoria, AZ 602-***-**** **********@******.***

Professional Summary

Experienced Pension Supervisor with over 20 years of expertise in retirement plan administration, ERISA compliance, and team leadership. Proven ability to oversee highvolume pension operations, ensure regulatory accuracy, and lead teams to improve efficiency, quality, and stakeholder satisfaction.

Core Skills

•Team Leadership

•Pension & Retirement Plan Administration

•ERISA Compliance & Regulatory Oversight

•Quality Control & Process Improvement

•Client & Stakeholder Relations

•Problem Resolution & Escalation Management

•PBGC Filings & Board Reporting

Professional Experience

Pension Supervisor Zenith American Solutions – Phoenix, AZ

November 2018 – February 2026

•Led and managed a team of retirement processors supporting multiple Taft-Hartley pension plans

•Oversaw quality control of retirement applications to ensure ERISA and plan compliance

•Resolved complex and escalated issues involving internal teams, unions, and clients

•Trained and mentored staff, improving accuracy, efficiency, and overall performance

•Conducted monthly team meetings to communicate updates and improve workflow efficiency

•Collaborated with attorneys, consultants, and trustees to ensure accurate plan administration

Pension Processor Zenith American Solutions – Phoenix, AZ

November 1998 – November 2018

•Administered multiple pension and annuity plans with end-to-end retirement processing responsibility

•Calculated and processed retirement benefits with a high level of accuracy

•Prepared and submitted annual PBGC filings

•Attended Board of Trustees meetings and prepared official meeting minutes

•Coordinated with actuaries, attorneys, and trustees on plan administration matters

•Prepared application resolutions for board approval File Clerk Zenith American Solutions – Phoenix, AZ June 1997 – November 1998

•Maintained and organized pension and claims files

•Supported front desk operations and managed incoming and outgoing mail

Education

High School Diploma

Carl Hayden Community High School – Phoenix, AZ (1994)

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