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Retirement Technician - Temporary
San Joaquin County
Any Location, CA
Category
Accounting
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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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