Retirement Benefits Analyst (Defined Benefit)

AC Transit; Oakland (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Pension

Medical coverage

Dental coverage

Vision coverage

Tuition reimbursement

Vacation & sick leave

Free bus pass

Job summary

AC Transit is seeking a Retirement Plan Analyst to provide retirement benefits information, process retirement-related forms, and resolve related issues. The role supports disability retirement processes, prepares materials for the Retirement Board, and may present findings to the Board.

The candidate should have a bachelor’s degree and at least four years of retirement administration experience, with travel possible between facilities. Union position with AFSCME representation.

Qualifications

• Bachelor’s degree required in finance, accounting, business administration, public administration, or related field.
• Four (4) years of professional retirement administration, HR, finance, or payroll experience.
• Two (2) years in Retirement Plan Associate Analyst or equivalent can substitute two years of education.

Responsibilities

• Perform initial calculation of retirement benefits and review materials, work histories, and options.
• Support disability retirement processes with information from applicants, doctors, and related parties; review medical reports for compliance.
• Prepare memoranda, reports, and analyses for the Retirement Board; may present to the Board.

Skills

Retirement administration

Data analysis

Regulatory compliance

Customer service

Education

Bachelor's degree in Finance/Accounting/Public Administration

Tools

HRIS

Job description

AC Transit is seeking a Retirement Plan Analyst to provide retirement benefits information, process retirement-related forms, and resolve related issues. The role supports disability retirement processes, prepares materials for the Retirement Board, and may present findings to the Board.

The candidate should have a bachelor’s degree and at least four years of retirement administration experience, with travel possible between facilities. Union position with AFSCME representation.