Retirement Benefits Specialist

Southeastern Pennsylvania Transportation Authority (SEPTA); Philadelphia (Philadelphia County); On-site; USD 65,000 - 82,000; Full time

Benefits offered by this job

Comprehensive Healthcare Coverage

Defined Benefit Pension Plan

457B Deferred Compensation Plan

Paid parental leave

Generous vacation time

Paid holidays

Wellness programs

Tuition reimbursement

Public Service Loan Forgiveness (PSLF)

Free SEPTA Transportation Pass

Job summary

SEPTA is seeking a Retirement Benefits Coordinator to coordinate and administer pension benefits for hourly and management employees in the Philadelphia region. You will prepare calculations, respond to employee inquiries, and support the Retirement Services Manager to ensure accurate pension processes.

Responsibilities include communications with plan participants, preparing retirement documents, maintaining lists, and assisting with the 457(b) plan and recognition events.

Qualifications

• Bachelor’s Degree in Human Resources or related field with two years HR, pension and/or benefits experience; analytical aptitude.
• Excellent written and verbal communication skills.
• Excellent customer relations skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint; ability to learn other software applications.

Responsibilities

• Assist Manager of Retirement Services in answering standard questions and resolving problems related to pension and post‑retiree benefits; research data questions.
• Provide information to retirement plan participants through retirement sessions and direct responses to letters, emails and calls.
• Prepare pension calculations (estimate, initial, survivor, divorce) and retirement/pension forms.
• Prepare and maintain monthly retirement lists.
• Assist Manager with Employee Retirement Recognition Program: GM letters, invitations, tracking attendees, event day support, and post‑party awards.
• Assist Manager with Pension Copay Collection communications for final recalculation.
• Assist with administration tasks related to SEPTA’s 457(b) Deferred Compensation Plan.
• Prepare and update communication methods (PowerPoint) for educating future or current retirees.
• Participate in pension calculations and audits; use pension software and payroll earnings data.
• Manage “Are you Alive” verification and cancellation of pension if retiree is deceased.
• Cross-train retirement team; learn retirement systems and back up staff.
• Perform other duties as assigned.

Skills

Communication skills

Customer relations

Analytical skills

Education

Bachelor’s Degree in HR or related field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

SEPTA is seeking a Retirement Benefits Coordinator to coordinate and administer pension benefits for hourly and management employees in the Philadelphia region. You will prepare calculations, respond to employee inquiries, and support the Retirement Services Manager to ensure accurate pension processes.

Responsibilities include communications with plan participants, preparing retirement documents, maintaining lists, and assisting with the 457(b) plan and recognition events.