Retirement Technician

Commonwealth-of-Pennsylvania; Harrisburg (Dauphin County); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Public School Employees' Retirement System (PSERS) is seeking a Retirement Technician to join the team, maintaining accurate data in member accounts and communicating with members and employers to ensure information validity across systems. This role focuses on evaluating retirement information and ensuring accurate processing of member and employer data.

Telework may be available part-time; duties include data review, benefit calculations, and system verification, with in-office reporting in

Qualifications

• Experience reviewing member and employer data to identify issues and corrections.
• Ability to communicate clearly with members and employers to resolve missing or incorrect information.
• Familiarity with benefit processing concepts such as estimates, adjustments, refunds, and retirement values.

Responsibilities

• Review member and employer account data for accuracy and corrections.
• Calculate retirement estimates, adjustments, refunds, and related values.
• Verify system responses to ensure transactions processed correctly.
• Communicate with members and employers to clarify missing or incorrect information.
• Learn and use multiple computer applications and tools to complete tasks.
• Support various operational areas per system and legislative needs.

Skills

Data review

Communication

Benefit processing

Problem solving

Job description

The Public School Employees' Retirement System (PSERS) is seeking a Retirement Technician to join the team and provide essential services to our valued members. This role focuses on maintaining accurate data in member accounts and communicating with members and employers to ensure the validity of information on accounts across all systems.

This role focuses on evaluating retirement information and ensures accurate processing of member and employer data. As a Retirement Technician, you will perform the following duties:

• Data Review: Review member and employer account data to identify issues and needed corrections
• Benefit Calculations: Calculate estimates, adjustments, refunds, and related retirement values
• System Accuracy: Verify system responses to ensure actions taken have processed correctly
• Communication: Correspond with members and employers to clarify missing or incorrect information
• Technical Learning: Learn and use multiple computer applications and tools to complete tasks
• Process Support: Support various operational areas based on system and legislative needs

Work Schedule and Additional Information

• Full-time employment (37.5 hours per week)
• Work Hours are 7:30am to 3:30, Monday - Friday, with a 30-minute lunch.
• These positions are located in Harrisburg, PA and will require the selected candidate to report to the office in Harrisburg up to 3 days a week.
• Telework: You may have the opportunity to work from home (telework) part-time. This position will be report to the office in Harrisburg up to 3 days a week and be able to telework 2 days a week, based on operational needs. In order to telework, you must have a securely configured high-speed Internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview.
• Salary: In some cases, the starting salary may be non-negotiable.
• You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

Qualifications

• Successful completion of a twelve-month formalized training program as a Retirement Technician Trainee; or
• One year of experience in one or more aspects of benefit processing within the State Employees' Retirement System, the Public School Employees' Retirement System, or the Pennsylvania Municipal Retirement System which includes the calculation of retirement benefits and the application of the retirement code.

Other Requirements

• You must meet PA residency requirement.
• You must be able to perform essential job functions.

Legal Requirements

• A conditional offer of employment will require submission of criminal history reports. See hiring agency contact information.

This position is subject to the promotion provisions of a collective bargaining agreement or memorandum of understanding. You must be eligible for selection in accordance with merit system employment regulations.

Eligibility

• Must Meet the minimum requirements for the job. (see Qualifications)
• Must be a PA resident – See PA residency Guidelines.
• You must be eligible for selection in accordance with Act 71 rules as outlined.
• Currently meet all requirements of one of the below listed Recruitment Methods.

Recruitment Methods

• Promotion Without Exam (see below for eligibility)
• Reassignment (Only current civil service employees in the same agency who hold the same or similar job title, with the same maximum salary, within the same occupational group or where there is a logical career movement, will qualify for reassignment.)
• Voluntary Demotion
• Reinstatement (Former civil service employees may only be reinstated to the job title from which they resigned. Current civil service employees are not eligible through reinstatement.)
• Transfer (Only current civil service employees who hold the same job title will qualify for transfer to another agency.)

NOTE: You must meet the minimum experience and training requirements for this position, regardless of the option used to apply or next lower class.

Eligibility for Promotion Without Examination (PWOE)

• Class Restrictions for Promotion Without Examination Only - You must have or have held regular civil service status in one of the following classifications.
  • Clerical Assistant 3
  • Fiscal Assistant
• Employees who previously held regular civil service status in the job title of the position being filled are also eligible for promotion without examination.
• The promotion without examination requirements are issued in accordance with merit system employment regulations.
  • Meritorious service is defined as (a) the absence of any discipline above the level of written reprimand during the 12 months preceding the closing date of the posting, and (b) the last regular or probationary performance evaluation showing an overall rating of satisfactory or higher.
• Applicants must have a minimum of one year in the next lower class(es) by the posting closing date with no break in service.

Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education). Resumes, cover letters, and similar documents will not be reviewed for the purposes of determining your eligibility for the position.

Use of Generative AI in the Hiring Process

• All application materials and interview responses must reflect the applicant’s own experience, qualifications, and work. Applicants may use generative AI tools for preparation purposes only. Use of AI to misrepresent or falsify information, or to assist during interviews, is not permitted. Review the Guidance for Generative AI Tools & Job Seekers for additional information.

Failure to comply with the above application requirements may eliminate you from consideration for this position. Please use the contact information provided for additional information.

If you have questions regarding the application process, please contact 717-787-5703 or email [e-mail].

If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.