PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Office of the State Comptroller, Retirement Services Division and Healthcare Policy and Benefit Services Division and in the Teachers' Retirement Board Benefits Division, this class is accountable for independently performing a full range of tasks in public employee retirement and benefit administration.
GUIDELINES FOR JOB CLASS USE
In the Teachers' Retirement Board, Benefits Division, there will be up to three (3) positions.
Works under the general supervision of a Retirement and Benefit Systems Coordinator or other employee of higher grade.
May lead paraprofessional or clerical employees.
EXAMPLES OF DUTIES
Performs a variety of financial and administrative functions in field of retirement and benefits management; works on special projects as required; conducts or participates in examination of employee records; researches and analyzes employees retirement records and prepares individualized estimates of entitlement in accordance with retirement laws, collective bargaining and/or court actions relative to State Employees Retirement Systems; utilizes various databases for reports and analysis; examines and reconciles employment records with supporting data such as payroll records, calendars, etc.; responds to inquiries from a wide variety of individuals regarding all aspects of retirement plans and/or employee benefit plans; conducts training seminars and develops training materials and manuals on state and municipal retirement systems and/or employee benefit plans; researches impact of legislation, regulations and collective bargaining provisions on retirement system; examines retirement calculations and procedures to ensure compliance with laws and regulations and state or federal requirements; prepares unit reports; interprets and applies relevant Connecticut General Statutes and federal regulations pertaining to retirement and/or employee benefits; analyzes and prepares benefit, accounting, financial and administrative statements; acts as a liaison with agency human resources employees with respect to difficult retirements; performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
Knowledge of and ability to apply relevant agency policies and procedures; knowledge of relevant state and federal laws, statutes and regulations; knowledge of principles and practices of public employee retirement and benefit administration; knowledge of human resources and payroll practices and procedures; knowledge of basic examining and researching principles and practices; knowledge of governmental accounting as applied to retirement and benefit administration; interpersonal skills; oral and written communication skills; ability to prepare, analyze and evaluate employee benefits statements, other employee records and reports, and benefit claims and cost data; ability to utilize various databases systems for retirement and benefits management; ability to read and interpret written materials; ability to lead other employees; ability to utilize computer software.
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Six (6) years of experience in employee benefit and/or retirement administration.
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
Two (2) years of the General Experience must have been at the paraprofessional level in the fields of accounts examining, human resources, payroll or related administrative function.
Note: For State Employees the Special Experience is interpreted at the level of Associate Retirement Examiner, Payroll System Coordinator, Payroll Officer 1, Assistant Accountant, Human Resources Assistant or Fiscal/Administrative Assistant.
MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED
1. 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.
2. 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)
This replaces the existing specification for the class of Retirement and Benefits Officer in Salary Group AR 22 approved effective February 21, 2014. (Modified Guidelines for Class Use)