Retirement Technician - Temporary

San Joaquin County
Any Location, CA
Category Accounting
Job Description
This is a temporary position supporting the San Joaquin County Employees' Retirement Association (SJCERA) benefits unit with workload, on-site resource support, and cross-training efforts while implementing a new Pension Administration System (PAS).

Requirements

  • Maintains master file and records of all members and beneficiaries in the retirement system.
  • Communicates with members in-person, by phone, and through written communication on a wide variety of retirement related topics and customer service issues.
  • Processes retirement forms and documentation to facilitate data collection and retirement procedures.
  • Researches, calculates, and sets up and confirms payments for first month on retirement payroll.
  • Processes health insurance for retirees participating in County sponsored health plans.
  • Maintains death log and notices for members and payees.
  • Coordinates activities and communicates with County departments, Human Resources, County and Outside Counsel, Office of Administrative Hearing, and Medical experts.
  • Makes and verifies various calculations such as contribution rates, service credit purchase, interest, and retirement benefits for members and communicates with the employers to facilitate corrections and adjustments.
  • Calculates estimates for purchase of service and/or potential retirement income for employees considering retirement.
  • Maintains paper and electronic records on retired, active, non-active and beneficiary information.
  • Updates and balances retirement repurchases of service for active employees against bi-weekly payroll.
  • Calculates, verifies, and corrects service and contributions records on accounts for all members.
  • Processes request for reciprocity for active and deferred members.

Benefits

  • Part-Time Employee Benefits
  • Step increases in accordance with their MOU
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