Senior Benefits & Retirement Specialist

This is a fully remote position, open to applicants in Arizona, +12 more states.

📋 Description

• Oversee public pension programs, state-required retirement reporting, and compliance processes for charter school clients.

• Maintain documentation for retirement plans and ensure adherence to STRS and PERS regulations and reporting obligations.

• Act as the primary contact for County Offices of Education, CalSTRS, and CalPERS.

• Address escalated STRS and PERS issues and rectify reporting discrepancies.

• Audit, process, reconcile, and amend STRS, PERS, and benefit contributions.

• Input and update CalPERS contributions within the CalPERS system.

• Oversee and manage CalSTRS and CROWE audits.

• Upload F496 files to SEW, rectify Macro text file errors, and submit necessary reports.

• Track changes to compensation limits and inform clients accordingly.

• Investigate STRS membership categories for new hires and ensure precise enrollment.

• Manage client open enrollment activities, rate adjustments, enrollments, terminations, and plan modifications.

• Assist clients and employees with inquiries regarding benefits, eligibility, enrollments, and coverage options.

• Coordinate with insurance providers to resolve enrollment and billing challenges.

• Collaborate with Payroll and HR teams regarding benefits deductions and compliance matters.

• Generate reports and maintain records for benefits and retirement enrollments.

• Provide advice to Payroll Specialists on benefits deductions and retirement reporting processes.

• Support new hire processing, employee modifications, and payroll-related benefits deductions.

• Communicate with clients concerning missing documents, benefit selections, and compliance updates.

• Generate reports and assist with payroll entries related to benefits.

• Conduct training sessions for internal staff on best practices for retirement and benefits.

⛳️ Requirements

• High school diploma is mandatory.

• A Bachelor’s degree in business administration, accounting, human resources, or a related field is preferred.

• At least two (2) years of experience in retirement plan administration, benefits administration, or payroll processing.

• Strong knowledge of CalSTRS, CalPERS, and 403(b) retirement plans.

• Experience with employee benefits administration, open enrollment procedures, and compliance.

• Intermediate to advanced proficiency in Microsoft Excel.

• Ability to analyze data, resolve non-routine issues, and ensure compliance with state and federal regulations.

• Excellent organizational, communication, and problem-solving abilities.

• Familiarity with payroll processing systems such as Paycor, ADP, UKG, Paylocity, Frontline, or Paychex is a plus.

• Experience with Sage Intacct / Abila Non-Profit Accounting is advantageous.

• Knowledge of payroll compliance in non-profit and charter school settings is a plus.

🏝️ Benefits

• Company-provided laptop and essential accessories, including a mouse, keyboard, and monitor.

• Regular virtual and in-person team-building activities.

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan with company matching contributions.

• 11 paid company holidays each year.

• Winter break from Christmas Day through New Year's Day.

• Employee Referral Bonus Program.

• Opportunity for an annual discretionary bonus.