Full-Time Senior Benefits & Retirement Specialist

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

• High school diploma required.
• Bachelor’s degree 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).
• Strong organizational, communication, and problem-solving skills.
• Experience in payroll processing systems is a plus
• Knowledge of non-profit and charter school payroll compliance is a plus

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