County of Alameda

Deferred Compensation Technician (#1541)

Bargaining Unit: SEIU 1021 - Misc Sub/Para Prof (012)
$37.03-$44.94 Hourly / $2,962.40-$3,595.20 BiWeekly /
$6,418.53-$7,789.60 Monthly / $77,022.40-$93,475.20 Yearly

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DESCRIPTION

Under general supervision, to provide para-professional specialized plan administration and participant service support duties to the County’s Deferred Compensation Plan participants; provide back up for the Deferred Compensation Specialist; respond to deferred compensation administration inquiries from the Deferred Compensation Program Manager, Deferred Compensation Specialist, plan participants and plan retirees; assist participants with the accurate completion of various forms required by the plan; process deferred compensation payroll modifications and catch-up calculations; monitor the Third-Party Administrator (“TPA”) website for reports requiring action and perform the necessary tasks to update the information where appropriate; perform other related duties as required.

DISTINGUISHING FEATURES

The Deferred Compensation Technician classification is located only in the County of Alameda (County) Treasurer-Tax Collector’s and reports directly to the Deferred Compensation Manager. The employees in this classification are responsible for providing overall para-professional support within the Deferred Compensation Plan unit, including ensuring the completeness of all necessary enrollment documentation. The employee also assists with the day-to-day inquiries about the program.

The Deferred Compensation Technician classification is distinguished from the higher-level classification of Deferred Compensation Specialist in that the responsibilities of the latter classification involve independent decision-making, development, or oversight of a program or function, the limited availability or nature of supervision received and a greater scope and complexity of activities, regulations, and guidelines.

EXAMPLES OF DUTIES

NOTE: The following are the duties performed by the employees in this classification. However, the employees may perform other related duties at an equivalent level. Each employee in the classification does not necessarily perform all duties listed.

Maintains the deferred compensation forms and request phone line. Responsible for accurately sending forms requesting eligible employees, active participants, and retired participants.
Maintains the Deferred Compensation general mailbox. Responsible for responding to email inquiries.
Maintains deferred compensation records logs and statistics; prepares spreadsheets and reports as requested.
Maintains and tracks action items in the TPA website and performs required tasks to update the information as appropriate; this includes producing the weekly loan report.
Answers routine inquiries and gives guidance about the County’s Deferred Compensation Plan for active, retired, and eligible plan participants.
Assists with scheduling and arranging small departmental educational and various other informational seminars as requested.
Assists with scheduling and arranging countywide annual deferred compensation educational seminars at various County locations.
Coordinates one-on-one meetings with the Plan Level Counselors.
Maintains deferred compensation forms, and supplies. Open all mail and correspondence and processes as appropriate. Processes payroll modification and enrollment forms, including Human Resource Management System (HRMS) entries.
Researches payroll records in preparation for Internal Revenue Code (“IRC”) 457(b) Plan three (3) Year Special catch-up provision eligibility and calculation of catch-up contribution capacity.
Creates complex calculation worksheets for eligible three (3) year catch-up provision participants to determine deferral amounts in compliance with IRC requirements and enter data into the HRMS.
Provides assistance to the Deferred Compensation Specialist on as needed duties.
Scans and verifies deferred compensation forms and participant file documents in the FileNet system. Reviews bi-weekly and quarterly imaging exception reports and makes recommendations for needed corrections to the Deferred Compensation Specialist.
Processes deferred compensation payroll modifications in HRMS in compliance with related IRCs. Notifies participant of errors and explains required change(s).
Maintains confidentiality and determines appropriate release of participant data.
Prepares a variety of correspondence, forms, legal documents, reports, articles, labels, specifications, memoranda, and other written communication as requested or as detailed in procedural guides.
Assists with the implementation of a variety of programs and projects and performs related work as required.

MINIMUM QUALIFICATIONS

EITHER I

Education:

Possession of an associate’s degree from an accredited college or university.

AND EITHER II

Experience:

The equivalent of two (2) years full-time experience in the classification of Specialist Clerk II that included one (1) year full-time experience performing statistical or fiscal work or full-time experience performing payroll or benefits administration duties in the County of Alameda classified service.

OR II

Experience:

The equivalent of three (3) years of full-time experience performing payroll, benefits administration, or statistical, accounting, or fiscal-related work.

Substitution:

Additional years of experience may be substituted for the required years of education on a year-for-year basis.

NOTE: The Civil Service Commission may modify the Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.

Knowledge of:

Basic personnel and payroll transactions.
Effective customer service techniques.
Information gathering and research methods.
Document Imaging.
State and federal laws and regulations governing the defined contribution plans.
Spreadsheet, computer applications, and data entry skills.
Correct usage of English, including punctuation, spelling, and grammar.

Ability to:

Ability to meet multiple deadlines.
Handle multiple tasks and prioritize work on a daily basis.
Listen attentively to discern participants’ and employees’ needs.
Make accurate mathematical computations.
Communicate effectively orally and in writing.
Independently analyze and solve operational problems.

CLASS SPEC HISTORY

Newspecs: 1541

DRH:cs 10/22/14

CSC Date: 10/1/14

RE:sa Revised 01/26/2021

CSC Date: 03/10/2021

DRH:Revised 02/11/25

CSC Date: 7/23/25

BENEFITS

The County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many employee discount, fitness and health screening programs focused on overall wellbeing. These benefits include but are not limited to*:

For your Health & Well-Being

Medical – HMO & PPO Plans
Dental – HMO & PPO Plans
Vision or Vision Reimbursement
Share the Savings
Basic Life Insurance
Supplemental Life Insurance (with optional dependent coverage for eligible employees)
Accidental Death and Dismemberment Insurance
County Allowance Credit
Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
Short-Term Disability Insurance
Long-Term Disability Insurance
Voluntary Benefits - Accident Insurance, Critical Illness, Long-Term Care, Hospital Indemnity and Legal Services
Employee Assistance Program

For your Financial Future

Retirement Plan - (Defined Benefit Pension Plan)
Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

12 paid holidays
Floating Holidays
Vacation and sick leave accrual
Vacation purchase program
Catastrophic Sick Leave
Pet Insurance
Commuter Benefits Program
Guaranteed Ride Home
Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
Employee Discount Program (e.g. theme parks, cell phone, etc.)
Child Care Resources
1st United Services Credit Union

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a summary of the benefits offered and can be subject to change.