Senior Benefits & Retirement Specialist

High school diploma required. Bachelor’s degree in business administration, accounting, human resources, or related field preferred. Minimum two (2) years of experience in retirement plan administration, benefits administration, or payroll processing. Strong understanding of CalSTRS, CalPERS, and 403(b) retirement plans. Experience with employee benefits administration, open enrollment, and compliance. Proficiency in Microsoft Excel (intermediate/advanced level required). Ability to analyze data, solve non-routine problems, and ensure compliance. Strong organizational, communication, and problem-solving skills. Experience in payroll processing systems (Paycor, ADP, UKG, Paylocity, Frontline, or Paychex) is a plus. Experience with Sage Intacct / Abila Non-Profit Accounting is a plus. Knowledge of non-profit and charter school payroll compliance is a plus.

Act as primary liaison for clients with County Offices of Education, CalSTRS, and CalPERS. Respond to escalated STRS and PERS issues, applying relevant laws and policies. Maintain accurate documentation for retirement plans and ensure compliance. Audit, process, reconcile, and correct STRS, PERS, and benefit contributions. Enter and update CalPERS contributions. Monitor and manage CalSTRS and CROWE audits. Upload F496 files, correct Macro text file errors, and submit reports. Stay updated on compensation limit changes and notify clients. Research STRS membership type for new hires and ensure accurate enrollment. Manage open enrollment processes, including rate updates and plan changes. Enter and update new benefit rates and plan information. Assist clients and employees with benefits inquiries. Coordinate with insurance carriers on enrollment and billing issues. Work closely with Payroll and HR teams for benefits deductions and compliance. Generate reports and maintain records for benefits and retirement enrollments. Provide guidance to Payroll Specialists on benefits deductions and retirement reporting. Assist with new hire processing and employee changes. Communicate with clients regarding missing documents and compliance updates. Support the Payroll Team by running reports and assisting with payroll entries. Conduct training sessions for internal staff on retirement and benefits.