Serves as Assistant Secretary to the Retirement Board and the Voluntary Employees' Beneficiary Association Board (VEBA). Prepares official minutes and Board correspondence, and as needed interacts with other County departments. Meets with employees to discuss Defined Benefit, Defined Contribution and Deferred Compensation Plan provisions and distribution options. Prepares retirement information for employees retiring from the County and submits employee defined benefit plan and defined contribution plan applications to the Retirement and Deferred Compensation Board. Works with Information Technology on the development of various reports and data systems necessary for the implementation and operation of County retirement plans. Ensures communications to employees and retirees of retirement benefit changes are conducted in an efficient, timely, and effective manner. Responds to general retirement related questions from employees, retirees and beneficiaries. Acts as a liaison with the County's retirement plan record-keepers on questions relating to the deferred compensation and defined contribution retirement plans. Monitors disability retirements. Confers with employees, arranges independent medical examinations, verifies short and long term disability status, worker's compensation status, and performs the annual evaluation of retirees receiving retirement benefits due to a disability. Coordinates the preparation of information for the annual actuarial report. Receives and prepares responses to subpoenas related to retirement information. Coordinates the preparation of reports and special studies as needed. Coordinates and assists with the preparation and maintenance of the plan documents for the Defined Contribution, Deferred Compensation and Defined Benefit Plans, investment policy statements, investment guidelines, and other documents required by the Retirement Board. Assists Retirement Administrator with maintenance of PeopleSoft tables, queries, employees retiree data, and performs event maintenance processes.
At the time of application, applicants must:
- Possess a Bachelor's degree from an accredited college or university with a major in Business Administration, Public Administration, Human Resources Administration, Finance, Economics or closely related field; AND
- Have at least four (4) years of full-time work experience in benefits administration, retirement administration or financial planning.
NOTE: A Master's degree in one of the fields listed above may be substituted for one (1) year of the work experience described above.
- Pass the complete examination, including the employment medical, required for this classification.
- Successfully complete the six month probationary period.