Job Description
Join San Jose's prestigious municipal team as a Pension Plan Specialist, offering competitive daily pay and exceptional benefits. This contract position provides a unique opportunity to serve our community while managing retirement plans for public sector employees. Enjoy flexible scheduling with daily compensation and comprehensive health benefits. Work in a dynamic environment supporting over 10,000 retirees with $5B in managed assets.
We're seeking detail-oriented professionals with government finance experience to ensure compliance with ERISA and CalPERS regulations. This role offers direct impact on public sector retirement security while providing unmatched work-life balance through daily compensation structure.
Responsibilities
- Manage daily pension plan operations including contributions, distributions, and record-keeping
- Ensure compliance with federal (ERISA) and state (CalPERS) pension regulations
- Prepare monthly reports for municipal finance committee and audit teams
- Conduct benefit calculations for retirees and active employees
- Coordinate with external vendors for investment portfolio oversight
- Implement pension policy updates as per legislative changes
- Provide technical support to HR department on retirement-related inquiries
Qualifications
- Bachelor's degree in Finance, Accounting, or Public Administration (Master's preferred)
- Minimum 3 years pension plan administration experience
- CPA or CFA certification strongly preferred
- Proficiency with pension management software (e.g., CalPERS systems)
- Knowledge of government pension regulations (ERISA, CalPERS, IRS 401(a))
- Experience with daily payroll processing systems
- Strong analytical skills with attention to detail
- Ability to handle confidential financial data with discretion