Pension & Annuity Administration

Comprehensive, Compliant, and Customized

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Amalgamated Employee Beneﬁts Administrators provides full-service pension and annuity administration, ensuring accuracy, compliance, and seamless coordination with plan professionals.

Our Services Include:

Participant eligibility, beneﬁt, and payment record maintenance
Full ﬁnancial recordkeeping and audit support
Billing collection and reconciliation of employer contributions
Member support for eligibility and payments
Pension application processing and annuity distributions
Government ﬁlings, 1099 preparation, and annual funding notice distribution
Monthly beneﬁt issuance and contribution reconciliation
Appeals management and member inquiry support
Coordination with attorneys, actuaries, accountants, and consultants
Trustee meeting preparation, attendance and reporting
Maintenance of plan documents, SPDs, amendments, trustee meeting minutes and trust agreements

We deliver reliable, end-to-end administration tailored to your plan’s rules and requirements.

In the past few weeks there have been numerous restrictions placed on businesses throughout the United States. Many states and localities across the country have enacted temporary restrictions on non-essential business operations, requiring millions of workers to stay home. Amalgamated Life Insurance Company, which is based in New York, is considered an essential business and therefore is not subject to these temporary restrictions.

However, in an effort to protect the health and safety of our employees, their families and communities, we have taken a series of company-wide actions, across all Amalgamated Family of Companies locations, to implement work from home and other flexible arrangements where feasible. Despite these changes, we will continue to provide you and your members with the customer service levels you have come to expect from us prior to the coronavirus outbreak.

We are diligently working with our partners and vendors to utilize our remote capabilities and infrastructure. We are also in constant communication with UPS and the USPS to stay informed of any potential changes in service. For the duration of this state of emergency, Amalgamated Life Insurance Company will comply with any required Notice Obligations by emailing and/or mailing notices to all consumers.

If you have any questions or concerns please reach out to your Amalgamated Family of Companies representative or our customer service center at: 914-367-5000. They are well-prepared to answer your questions and can address your specific needs.