Senior Benefits & Retirement Specialist
New
C
Charter ImpactFinance, Operations
Remote to candidates based in AZ, CA, CO, CT, FL, ID, IL, NV, OR, SD, TX, UT and/or WAFull-TimeSenior
Salary$34 - $40 an hour
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Job Details
- Experience
- Minimum two (2) years of experience in retirement plan administration, benefits administration, or payroll processing.
- Required Skills
- Data AnalysisMicrosoft ExcelCompliance
Requirements
- High school diploma required; Bachelor’s degree in business, accounting, or HR preferred.
- Minimum 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 and solve non-routine compliance problems.
- Experience with payroll systems such as Paycor, ADP, UKG, Paylocity, Frontline, or Paychex (preferred).
- Experience with Sage Intacct or Abila Non-Profit Accounting (preferred).
- Knowledge of non-profit and charter school payroll compliance (preferred).
Responsibilities
- Maintain accurate retirement plan documentation and ensure compliance with STRS and PERS regulations.
- Serve as the primary liaison for clients with County Offices of Education, CalSTRS, and CalPERS.
- Resolve escalated reporting issues and discrepancies by interpreting relevant laws and policies.
- Audit, process, and reconcile retirement and benefit contributions in collaboration with payroll teams.
- Manage open enrollment processes including rate updates, enrollments, and plan changes.
- Communicate with insurance carriers to resolve billing and enrollment inquiries.
- Provide guidance to payroll staff on retirement reporting and benefits deductions.
- Conduct training sessions on retirement and benefits best practices.
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