Job Description
Join California's premier public sector pension fund! The San Jose Municipal Retirement System seeks a dynamic Pension Plan Specialist to administer retirement benefits for 25,000+ public employees. This urgent opening requires immediate expertise in complex pension regulations, compliance protocols, and member services. Enjoy competitive compensation, comprehensive benefits, and direct impact on public servant financial security. Apply today to advance your career in government finance while serving your community.
Responsibilities
- Manage pension plan administration including benefit calculations, eligibility verification, and retirement processing
- Ensure compliance with ERISA, IRS regulations, and California Public Employee Retirement System (CalPERS) standards
- Develop and deliver member education workshops on retirement planning and pension options
- Collaborate with auditors to prepare annual financial statements and compliance reports
- Utilize pension management software (e.g., Millennium, Northwood) for data analysis and reporting
- Respond to complex member inquiries regarding vested benefits, survivor options, and retirement projections
- Contribute to system enhancements for digital member portal and automated benefit processing
Qualifications
- Bachelor's degree in Finance, Accounting, Public Administration, or related field
- 3+ years' experience in pension plan administration or employee benefits management
- Strong knowledge of ERISA, IRS 401(a)/403(b) regulations, and California pension laws
- Proficiency with pension management systems and data analysis tools (Excel, SQL)
- SPHR, SHRM-SCP, or CEBS certification preferred
- Exceptional communication skills for explaining complex financial concepts to diverse stakeholders
- Proven ability to manage confidential data with strict compliance standards