Retirement Technical Specialist II

Required

• Any combination of education and experience equivalent to graduation from high school or possession of a General Equivalency Diploma (GED) certificate.
• Three (3) years of experience in retirement administration or related field.
  • Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
• Knowledge of theories, procedures, practices, materials, and methods related to defined retirement plans.
• Knowledge of local, state, and federal laws affecting retirement eligibility and claims.
• Proficiency in the use of technology, data compilation, and analysis.
• Ability to contribute to an organizational culture of client-centered service.
• Ability to adhere to policy, process, and procedure.
• Ability to deal quickly and accurately with quantitative information and verify the correctness of actions.
• Ability to work independently with minimum supervision.
• Ability to establish and maintain successful collaborative working relationships with diverse employees, retirees, and staff to address complicated or long-term needs.
• Ability to exercise tact, judgment, and initiative.
• Ability to facilitate meetings and/or present information to groups.
• Ability to communicate effectively, both orally and in writing.

Preferred

• Bachelor's degree in business administration, human resources, or benefits-related field.
• Certified Employee Benefits Specialist (CEBS).
• Notary Public Certification.

• Performs a variety of specialized and complex, operational, administrative, and logistical tasks for all ERFC employee and retiree plans.
• Processes transactions in compliance with local, state, and federal regulations, policies, and mandates.
• Interprets and applies complex retirement processes, procedures, and requirements.
• Conducts virtual and in-person retirement information sessions to provide guidance and services to ERFC members.
• Researches and analyzes personnel data to determine eligibility or provide information about retirement benefit requirements.
• Calculates retirement estimates based on the review of personnel records, evaluation of service time, and salary data.
• Reviews estimates with employees and advises on the next steps to retirement.
• Works collaboratively with employees to address complicated or longer-term retirement needs.
• Processes applications required by retirement plans, including ordinary and service-connected disability determining eligibility and retiree death cases and survivors, ensuring the completion of all documentation.
• Processes payroll claims for retirement including associated tax withholding, deductions, and rollover information.
• Provides recommendations on procedure and policy changes to meet goals.
• Develops and delivers virtual and in-person presentations to stakeholders and team members.
• Participates in human resources benefits open houses and attends school/center visits to answer retirement questions.
• Contacts and coordinates with the FCPS benefits office to provide information on other applicable benefit programs including health and life insurance, flexible spending accounts, and disability and leaves programs.
• Responds to technical and non-technical requests for information orally or in writing from employees, financial advisors, attorneys, state retirement system personnel, and disability providers.
• Composes correspondence citing applicable regulations or procedures, missing documentation, and/or requesting additional information on retirement benefits.
• Participates in information technology systems testing and modifications.
• Performs other related duties as required or assigned.