PENSION AND RETIREE SERVICES ADMINISTRATOR - Internal/External

SUPPLEMENTAL QUESTIONNAIRE IS REQUIRED AT THE TIME OF APPLICATION

BRIEF DESCRIPTION
Manage, administer and oversee the activities of the District’s Retirement programs that include employer sponsored defined benefit pension plans and deferred compensation programs, Retirement Board administration and records management. This position is also responsible for higher level projects that integrate business strategy and labor agreement provisions as they relate to retiree services as well as supervising, developing and evaluating staff. Participates in the activities at all functional levels as needed and may temporarily perform the duties of a subordinate when necessary.

Pension Plan Administration: Oversee the day to day administration of three separate pension plans, including the potential for multiple tiers within plans. Participate in determining retirement eligibility and, with the assistance of the Plan Actuary, calculate estimated benefit amounts based on the various forms of benefit options. Process applications and prepare all administrative paperwork necessary to assist employees in completing the retirement process. Respond to inquiries on retirement policy and procedures, Domestic Relations Orders, and other third party inquiries related to payment of pension and deferred compensation benefits. Develop, implement and maintain policies related to the specialized pension benefit counseling, computation, and pension payroll functions. Implementation of controls for retiree health and welfare benefits programs, ensuring all retirees entitled to benefits are supported. Assist in the development or implementation of information systems to calculate and track retirement benefits, store and retrieve member files and information. Retirement Board Administration: In accordance with the Brown Act, administer all Retirement Board meetings, including preparation of all required Issue Papers, resolutions, motions, agendas, and other required forms or documents related to the administration of the Retirement Plans’ Board meetings. Oversee process related to the taking, preparation, distribution and approval of Retirement Board minutes. Interact directly with the Retirement Board members, Legal Counsel, District staff and actuarial, health care, legal and actuarial/pension processing professionals. Retiree Health and Welfare Benefits: Oversee and administer all retiree benefit plans/programs, including ensuring retiree benefits are administered in accordance with the District’s negotiated vendor contracts, plan documents, collective bargaining agreements and applicable state and federal regulations. Oversee and manage retiree open enrollment activities. Coordinate with Labor Relations to provide input for negotiation strategies and to make recommendations to amendments to collective bargaining agreements as they relate to retiree benefit programs. Provide guidance to staff, management and employees regarding complex retiree benefit issues. Prepare and distribute employee communications regarding plan/program details and requirements. Deferred Compensation Program: Administer the day to day management of the employee deferred compensation program. Serve as primary contact for employees, retirees, plan vendors and third party administrators. Ensure compliance with applicable government regulations. Work effectively to make sure the plans run smoothly. Investigate discrepancies and provide information in non-routine situations. Develop communication tools to enhance understanding of the company’s deferred compensation benefits packages. Special Projects and Programs: Manage, administer and oversee numerous special projects and programs related to the District’s retiree pension and retiree health and welfare benefit programs. Prepare complex reports including detailed statistical and data analysis related to projects and unit activities. Provide staff support to committees or other departments as assigned. Develop and oversee retiree records management programs by monitoring and modifying records management retention schedule, developing methods to ensure efficient filing, storage, and retrieval of retiree records, ensuring confidentiality of all records, monitor and test the HRIS, and maintain current knowledge on laws affecting employment records and confidentiality. Supervise subordinate and matrix managed staff responsible for various retiree pension and benefit functions by planning, prioritizing, assigning, monitoring, and reviewing the work of staff members. Act as a resource or subject matter expert for staff in the performance of their duties. Other duties as assigned.

Education: Bachelor's degree or equivalent from an accredited college or university in Business Administration, Public Administration, Human Resources or a related field.

Additional directly related experience beyond the minimum requirement may substitute for the required education based on the ratio of one and a half (1.5) years of experience for each (1) year of education.

Experience: Five (5) years of experience in Benefit Administration with direct experience in pension plan administration, defined contribution, and/or retiree health and welfare, including two (2) years of supervisory experience. Public sector experience is required; at least three (3) years preferred.
Proof of required education, beyond high school, such as college transcripts, diplomas, and/or certificates must be submitted at the time of application, if not substituting experience for the education requirement.

The minimum qualifications as stated on this job announcement represent only the basic requirements of the position. Meeting the minimum qualifications does not guarantee that a candidate will be invited to participate in other examination segments of the selection process. An employment application, supplemental questionnaire and proof of education, as outlined above, are required for this position. Applications, job announcements, supplemental questionnaires and copies of the complete job description are available at 2810 O Street, Sacramento, CA 95816 or through our website at www.sacrt.com.

Completed employment application, supplemental questionnaire and proof of education, as outlined above, must be submitted to the Human Resources Department not later than Wednesday, August 6, 2014 at 5:00 p.m. RT does not accept e-mail applications, incomplete applications, or late applications regardless of postmark. Resumes are not accepted in lieu of an application, but may be included with the application. For more information on benefits, a summary sheet is available from the Human Resources Department. The Human Resources Department will make reasonable efforts in the recruitment process to accommodate candidates with disabilities. For more information, contact the Human Resources Department at (916) 556-0298. RT is an Equal Opportunity Employer. EOE - Minorities/Women/Disabled/Veterans.

Please click here for the Employment and Supplemental Questionnaire