Retirement Plan Analyst

The Retirement Department is looking for a qualified Retirement Plan Analyst. Under general direction, this position, performs administrative support to moderately complex analytical work providing Retirement Plan participants with information concerning their retirement benefits; assisting Retirement Plan participants with the processing of retirement-related forms, resolving any related problems, and understanding and applying applicable rules and regulations

Incumbents in this classification are experienced-level analysts responsible for performing the full range of duties related to the Retirement Plan. The Retirement Plan Analyst is distinguished from the Retirement Plan Associate Analyst in that the latter is the emerging experienced level responsible for learning and implementing processes, procedures, and regulations related to retirement benefits and programs. This class is distinguished from the next higher level of Senior Retirement Plan Analyst in that the latter works with greater independence and is responsible for assignments of greater complexity and is a professional level classification.

This is an excellent opportunity to work for the largest bus agency in California, make a difference in our local community, and promote AC Transit as a great employer of the East Bay. In addition to working with some of the best in the business, AC Transit also has an excellent benefits package that includes pension, medical, dental and vision coverage, flexible spending, and 457 savings plan.

• Performs the initial calculation of retirement benefits, reviews related materials, work histories, and retirement options for employees.
• Supports activities related to disability retirement including the collection and dissemination of information from applicants, doctors, attorneys, and related parties; assigns cases to medical examiners; and reviews medical reports to ensure compliance with Retirement Plan rules.
• Prepares memoranda, reports, and analyses for the Retirement Board.
• Makes occasional presentations to the Retirement Board.
• Compiles, reviews, audits, and verifies demographic data of participants.
• Works independently on special projects.
• Assist in the preparation of the annual tax documents.
• Documents and updates procedures, supports compliance and analysis activities.
• Inputs retiree data into Human Resources Information System.
• Provides assistance, research, and troubleshooting of participant-level issues.
• Performs related duties as required.

Education: Equivalent to a bachelor's degree from an accredited college or university with a major in finance, accounting, business administration, public administration, or a related field.

Experience: Four (4) years of professional level experience in retirement administration, human resources, finance or payroll. Demonstrated experience in one or more of the following areas: administering defined-benefit plans, payroll, human resources/benefits, finance, or accounting. Two (2) years of experience as Retirement Plan Associate Analyst or an equivalent position may be substituted for two (2) years of required education.

Special Requirements: Must be willing to occasionally work outside regular business hours and travel between the various District facilities if required.

Physical Requirements: Must maintain the physical condition necessary to: (1) perform tasks in an office setting operating a personal computer, keyboards, and other peripheral equipment; (2) possess physical mobility in order to transport oneself expeditiously within and between District facilities.

THIS POSITION IS A UNION POSITION, REPRESENTED BY AFSCME

The Selection Process: The Human Resources department must receive a completed online application by the filling date. If this recruitment is "Continuous," it may be closed at any time without notice. Applications will be screened for job related qualifications, and those candidates who best meeting the qualifications listed on this Job Announcement will be invited to participate in an examination process that may include written, oral and/or performance segments. Current District employees must have satisfactory attendance and performance records. Finalists will be placed on an Eligibility List. When filling vacancies, the Human Resources Department will refer the top candidates to the hiring department for final screening and recommendation.

Vaccination Requirement for Candidates Seeking Employment: Alameda-Contra Costa Transit District has implemented a requirement that requires all candidates for District employment to be fully vaccinated for COVID-19, including variants, prior to being employed by the District, subject to limited exceptions. AC Transit adopted this vaccination policy as an emergency public health response to mitigate the negative public health consequences associated with increased incidence and test positivity rates and the prevalence of new virus variants, including increased hospitalizations, intensive care unit admissions, and deaths.

As such, candidates seeking District employment will be required to: (1) be fully vaccinated (two weeks after completion of the entire recommended COVID-19 vaccination series) and (2) submit a copy of their COVID-19 vaccination card prior to their start date, unless a reasonable accommodation request for a medical or religious exemption has been approved.

• Medical - Choice of two Health Maintenance Organizations (HMOs): Kaiser Permanente and Health Net. $10.00 office visit co-pays; $5.00 - $35.00 prescription co-pays.
• Dental - MetLife Preferred Provider Organization (PPO) $50 annual deductible per person/$150 per family; $3,000 per person annual maximum; preventative care covered at 100%; basic and major care covered at 90%; $4,000 lifetime maximum orthodontia covered at 50%.
• Vision - Vision Service Plan - $10.00 copay; eligible for an exam, lenses, frames or contact lenses every 12 months - based on the last date of service. $200 frame allowance or $120 allowance for contact lenses.
• Employer paid Basic Life Insurance
• Employee paid Voluntary Term Life Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Accounts (FSA) for Health Care, Dependent Care, Parking, Transit
• AC Transit contributes up to $50.00/month towards an employee's FSA Transit costs
• Free AC Transit Bus Pass
• Federal Credit Union
• Vacation and Sick Leave or Personal Time Off
• Ten (10) paid holidays; 2 paid floating holidays; 1 paid birthday holiday
• Tuition Reimbursement - up to $2500 per fiscal year on approved courses
• Wellness Program

Pension: All AC Transit employees participate in a lifetime defined benefit pension. All employees hired on or after January 1, 2020, may be in the District's Tier II pension plan covered by the Public Employees' Pension Reform Act of 2013 (PEPRA). As such, he/she may be required to contribute a small portion of annual income towards the cost of his/hers District pension.