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Benefits Analyst - Defined Contribution Plans

Job Description
Organization: 
Colorado PERA
Organization Type: 
Other
Job Location: 
Northeast
Type of Job: 
Full-time
Job Category: 
Programs/Services
Job Description: 

JOB SUMMARY

This position is responsible for providing PERAChoice Program, 401(k) and 457 Plan educational and compliance information to members, retirees and employers. Ensures member eligibility requirements are met and acts as a liaison between PERA and the Plan custodian. Analyzes and comprehends complex compliance issues and effectively communicates results.  

IDEAL CANDIDATE 

Our ideal candidate is detail oriented with a strong analytical aptitude.  We are looking for a professional with a positive attitude and a background in providing excellent customer service both in person and over the phone. If you are independent and capable of working in a team environment, and have the ability to take complex financial concepts and explain them in easily understood terms, this is a great fit.

WORKING CONDITIONS

  • Standard office environment with regular computer and telephone use
  • Occasional lifting, moving, or carrying materials and equipment weighing in excess of 20 pounds 

 

HOW TO APPLY Complete the employment application online at www.copera.org/careers. Please have copies of your resume, cover letter, and any college transcripts available to upload. Please review the following questions. You will be asked for a response to these as part of your application:

  • Why are you interested in this position?
  • Why do you think your skills and/ or experiences would make you successful in this position?
  • Describe a specific situation when you went above and beyond to deliver excellent customer service.
  • What steps do you take to ensure accuracy while managing multiple projects at once?

 

ABOUT COLORADO PERA

Colorado Public Employees' Retirement Association (PERA) provides retirement and other benefits to the employees of more than 500 government agencies and public entities in the state of Colorado. Our main office is located in Denver; where 300 days of sunshine, a thriving cultural scene, diverse neighborhoods, and natural beauty combine to make it the nation's top city in which to live, work, and play. PERA is a vital and stable contributor to Colorado's economy.

Our mission is to promote long-term financial security for our membership while maintaining the stability of the fund. Our vision is to become the retirement plan of choice for all Colorado public employees.

At PERA, you can be part of a dynamic, collaborative group of professionals working to fulfill the retirement expectations of our members. You will use your unique skills to do important and meaningful work that is critical to the success of both the organization and the state of Colorado that you love. You will have the opportunity to develop, become an expert in your role, and tackle new challenges, all while enjoying the competitive compensation, lifestyle, and stability that PERA provides. Thus, for both member and employees, PERA represents "One of Colorado's Best Investments."

Position Title:  Benefits Analyst - Defined Contribution Plans
Division:           Benefit Services
Reports to:       Defined Contribution Manager
Job Status:       Full Time, Non-exempt
Salary:              Miniumum $20.46 per hour, commensurate with experience
Posting Dates: 6/5/18 -6/19/18

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://www.applicantpro.com/j/812153-103712

Areas of Responsibility

ESSENTIAL FUNCTIONS

  • Communicates program information with members, employers, and plan's record keeper in writing, verbally over the phone, in one-on-one appointments and group meetings, both in-office and out-of-office
  • Utilizes analytical reasoning skills and proactive research methods to verify plan choice elections, eligibility, and accuracy of data/system coding according to PERA statutory rules and plan design
  • Reviews submitted employer demographic information via systems applications daily
  • Utilizes active listening techniques to respond effectively to inquiries and resolve issues
  • Demonstrate knowledge of state and federal statutes and rules governing PERA
  • Provide effective and timely customer service
  • Collaborates with staff and management in developing recommendations to resolve complex issues
  • Ensures employer compliance with statutory and PERA rules provisions governing the Plans
  • Ensures employer reported issues with PERAPlus 401(k) and 457 Plans or the PERAChoice Program are addressed appropriately
  • Serves as an educational resource for members and retirees on plan structure and design
  • Organizes and tracks participant and employer issues over time
  • Responsible for data entry and information retrieval
  • Participates in training and educational opportunities for ongoing professional development
  • Maintains regular and prompt attendance in the workplace
  • Performs other duties as assigned
Requirements/Qualifications
  • A combination of education and experience equivalent to three years of benefits administration
  • Certified Retirement Counselor (CRC) designation or Retirement Enrichment Program certification within three years of completing new-hire training
  • Effective interpersonal communication skills with knowledge of proper English usage, spelling, grammar and punctuation
  • Ability to deal with sensitive and/or confidential information and situations in a professional manner
  • Ability to provide excellent customer service to both internal and external stakeholders
  • Analytical and detail-oriented with an aptitude for math
  • Ability to prioritize, organize, and work successfully both independently and within a team-focused environment
  • Basic proficiency with Microsoft Office software
  • Ability to travel overnight on a limited basis
Compensation/Benefits

BENEFITS

Health Insurance is 100% employer paid, generous paid time off as well as paid volunteer hours, PERA defined benefit plan, 401(k) and 457 defined contribution plans, tuition assistance, certifications, on-the-job training, free access to on-site fitness center, free on-site parking or RTD subsidy, and more. For more information, please visit www.copera.org/careers.

How To Apply

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://www.applicantpro.com/j/812153-103712

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