In the Teachers’ Retirement Board or Office of the State Comptroller this class is accountable for acting as a working lead and/or performing the most complex tasks in the administration of various retirement and benefit plans and programs.
GUIDELINES FOR JOB CLASS USE
This is the advanced working level/working lead level and is distinguished from the working level by principal responsibility for performing a combination of the following:
Incumbents in this class are normally assigned full time working lead responsibility for a minimum of two other professional employees while performing unit work activities.
Incumbents in this class review, audit and have final sign-off authority for the work of Retirement and Benefits Officers.
Incumbents in this class independently perform the most complex duties and serve as a functional area expert in the administration of various retirement and benefit plans and programs requiring research, regulatory interpretation, compliance determination and/or detailed analysis of statewide retirement or benefit program areas.
Work clearly exceeds the norm and includes a concentration of highly advanced functions. Class use is on a limited or exceptional basis.
Works under the limited supervision of a Retirement and Benefit Systems Coordinator or other employee of higher grade.
May lead lower level employees as assigned.
EXAMPLES OF DUTIES
Distributes, prioritizes, oversees and reviews work of staff;
Provides staff training and assistance;
Conducts or assists in conducting performance evaluations;
Recommends policies and standards;
Performs the most complex duties and reviews in examination of employee and employer records and calculation of benefits;
Assists in development of retirement and benefit procedures, and document references;
Assists in development, definition, analysis and documentation of requirements and procedures for automated solutions to administrative needs;
Researches and assesses impact of proposed or enacted legislation, collective bargaining agreements and court documents pertaining to various retirement and benefit plans and programs;
Acts as a liaison with other operating units, governmental entities and outside officials regarding unit policies and procedures;
Prepares and analyzes complex financial statements and oversees maintenance of accounting and data base records;
Prepares retirement and benefit bulletins, statistical reports and other publications;
May testify or represent office at court, legislative or collective bargaining proceedings;
Performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
Considerable knowledge of retirement and/or pension fund principles and practices with special reference to retirement and benefits administration;
personnel and payroll practices and procedures;
examining and researching principles and practices;
oral and written communication skills;
Considerable ability to
prepare, analyze and evaluate employee benefit statements, other employee records and reports, and benefit claims and cost data;
interpret and apply statutes, contracts and regulations;
Ability to utilize computer software;
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Seven (7) years of experience in employee benefit and/or retirement administration.
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
One (1) year of the General Experience must have been at the professional working level in the fields of accounts examining, human resources, payroll or related administrative functions.
NOTE: For state employees this experience is interpreted at the level of a Retirement and Benefits Officer, Accounts Examiner, Accountant, Payroll Officer 2, Retirement Research Counselor, Retirement Counselor, Payroll System Supervisor or Fiscal/Administrative Officer.
MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED
College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor’s degree.
A Master’s degree in business administration, accounting or a closely related field may be substituted for one (1) year of the General Experience.
JOB CLASS DESIGNATION
(16)-ADMIN & RESID (P-5)
As defined by Sec. 5-196 of the Connecticut General Statutes, a job class is a position or group of positions that share general characteristics and are categorized under a single title for administrative purposes. As such, a job class is not meant to be all-inclusive of every task and/or responsibility.
This replaces the existing specification for the class of Associate Retirement and Benefits Officer in Salary Group AR 26 approved effective March 07, 2014. (Revised to modify Purpose of Class, modernize format and add an Acknowledgement section) Item No. 23-109