Retirement Benefit Processing Analyst

CalPERS; Sacramento (CA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

A state government agency in Sacramento is hiring a Retirement Benefit Processing Analyst. This role involves managing service retirement inquiries and calculations while providing mentoring to new members. The candidate must meet minimum qualifications, including submission of a Statement of Qualifications. This is a full-time, hybrid position with entry-level requirements.

Qualifications

• Must submit transcripts for education evaluation if degree is from outside the US.
• Must pass an examination to establish list eligibility prior to a final offer.
• A Statement of Qualifications (SOQ) is required outlining relevant experience.

Responsibilities

• Balance multiple workloads related to processing service retirement inquiries.
• Provide on-the-job training and mentoring to new team members.
• Examine processed estimates, retirement applications, and calculations for accuracy.

Job description

Overview

Retirement Benefit Processing Analyst at CalPERS. Location: Sacramento County. Telework: Hybrid. Job type: Permanent, Full Time.

The Retirement Benefit Processing and Maintenance Unit within CalPERS’ Retirement Benefit Services Division seeks a Staff Services Analyst (SSA) or Associate Governmental Program Analyst (AGPA) to serve as a subject matter resource to members, beneficiaries, and external stakeholders during the service retirement process. The ideal candidate will be highly motivated and able to balance multiple workloads related to processing service retirement inquiries, service retirement estimates, and service retirement benefit calculations to ensure retirees receive timely and accurate benefit payments. Under the direction of the Staff Services Manager I, this position provides on-the-job training and mentoring to new team members who are responsible for timely calculation of service retirement estimates and benefits. This includes examining processed estimates, retirement applications, and calculations to ensure benefits are paid accurately and in compliance with the Public Employees’ Retirement Law, policies, and procedures.

Responsibilities

• Balance multiple workloads related to processing service retirement inquiries, service retirement estimates, and service retirement benefit calculations.
• Provide on-the-job training and mentoring to new team members responsible for calculating service retirement estimates and benefits.
• Examine processed estimates, retirement applications, and calculations to ensure benefits are paid accurately and in compliance with laws, policies, and procedures.

Minimum Qualifications

All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. If you are using education to meet MQs, please include transcripts with your package. If you have a degree from outside the United States, you must submit an evaluation of this degree to determine US equivalency. If you need an evaluation, visit the National Association of Credential Evaluation Services (NACES).

• Typical MQ guidance is provided in the Classification Specification. You may need to pass an examination to establish list eligibility prior to a final offer of employment; information is available on CalHR’s CalCareers.
• Statement of Qualifications (SOQ) is required. The SOQ must be titled “Statement of Qualifications,” numbered responses, listing all relevant experience, education, and training. The SOQ must not exceed two pages and must use font no smaller than 11 point.

Statement of Qualifications Instructions

• Based on the duty statement, describe how your knowledge, training, and skills make you a good fit for this position.
• Provide specific examples of experience performing research, applying procedures, and applying policies.

Application Information

Final Filing Date: 9/12/2025.

Who May Apply: Current classification holders, lateral transfer candidates, reinstatement eligible, list or LEAP eligible, SROA/Surplus eligible candidates (priority for SROA/Surplus). Training and Development candidates may be considered if available.

Application Instructions: Submit a complete application package, including STD 678 or CalCareers online application, and required documents. If submitting hard copy, provide a completed package as directed. See the job posting for details.

Required Documents: Current STD 678 (or online application), resume (optional), Statement of Qualifications (SOQ). SOQ is required and must be provided as described in the Special Requirements section.

Special Requirements

• SOQ must respond to the specific questions listed in the posting.
• Accessibility: Reasonable accommodations for interviews can be requested if arranged during scheduling.
• Sponsorship: Not eligible for visa sponsorship. Authorized to work in the United States without sponsorship. CalPERS does not participate in E-Verify.

Other

Employment details: Seniority level – Entry level. Employment type – Full-time. Industry function: Human Resources; Industry – Government Administration.

Equal Employment Opportunity

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), gender identity or expression, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (including pregnancy, childbirth, breastfeeding and related conditions), and sexual orientation. The State also maintains a drug-free workplace policy.