inquiries and provides information through various communication channels regarding
CSS Pension Plan provisions.
members on an individual basis to explain the retirement income options they
are entitled to; engages the senior pension and retirement planning professionals
as appropriate given the member’s needs and objectives.
gathers the pertinent information needed to 1) determine the member’s
eligibility for the various retirement income options and other rights and entitlements;
and 2) support our pension and retirement planning services.
pension and retirement planning professionals by 1) ensuring that all required
information is provided to and received by members, 2) assisting members with
their pension plan inquiries, 3) forwarding complex inquiries to the
appropriate professionals or specialists, and 4) preparing, reviewing and
submitting complete retirement income application packages to our member
account specialists for processing.
a positive mutual relationship between themselves, the pension and retirement
planning professionals and the members.