Retirement Analyst

POSITION OBJECTIVE:

This positions primary responsibilities are to perform the technical analytical and administrative duties to comply with and support the regulatory requirements of the Washington State Department of Retirement Systems (WA DRS).

COMMITMENT TO EQUITY:

The Bellevue School District is committed to a diverse workforce representative of our students one that embraces and models cultural competency as an international community.

DUTIES & RESPONSIBILITIES: (These duties are a representative sample; position assignments may vary.)

Knowledge understanding and application of WA DRS regulations both historical and current.
Staying informed on legislative and regulatory changes impacting the application of retirement benefits.
Maintaining records in Tylers Enterprise ERP system to support the deduction of accurate contributions through payrolls.
Navigation and utilization of WA DRS Employer Reporting Application (ERA) Portal.
Determination and enrollment of employees into the appropriate retirement plan based on employee choice and eligibility.
Analysis of and accuracy in reporting earnings hours and contributions for all employees to WA DRS monthly which also includes responding to edit reports through WA DRS ERA.
Auditing and correcting historical retirement data reported to WA DRS to support accuracy in reporting.
Timely and accurate remittance of funds to WA DRS monthly.
Coordinating 403(b) tax-sheltered annuities 457(b) deferred compensation programs and post-tax Roth IRA contributions and ensuring these programs and their application meets the regulations defined by the Internal Revenue Service (IRS).
Prepares other DRS required documents and Medicare verification forms for employees.
Provides support for retirement related services for individual employees:

• Determination Letters for New Employees
• Complete Final Compensation Audits for Retirees
• Provides Proof of Earnable Compensations for Retirees
• Complete Proof of Service Audits as Required by WA DRS
• Counsels and Provides Information for Employees Regarding Retirement

Organizing regular in-house workshops or support sessions to advise wider audiences on retirement programs and benefits
Preparing and providing regular communications to staff regarding retirement-related information and sessions organized by WA DRS.
Partners with the Benefits Administration Specialist to support the Benefits corridor and may be required to support miscellaneous administrative/customer support duties within the Payroll Department.

REPORTING RELATIONSHIPS:

This position reports directly and is supervised by the Director of Payroll & Benefits.

EDUCATION & EXPERIENCE (positions in this class typically require):

Required:

An Associate of Arts degree in accounting business administration or HR and at least 2-years working experience in payroll benefits and/or Washington State Retirement. Qualifying work experience equating to 4-years or more in a related field may substitute for the educational and work experience requirement.

LICENSING REQUIREMENTS (positions in this class typically require):

None

KNOWLEDGE (position requirements at entry):

Understands Washington state and federal benefit laws and regulations
Ability to listen have compassion for and understand the needs of employees seeking benefits assistance
Maintains confidentiality with sensitive information for employees
Organizes and prioritizes work effectively; meets deadlines
Understands the vocabulary and terms related to the position

Possesses strategies to address conflicts
Demonstrates effective problem-solving strategies
Interprets and implements benefits related provisions of collective bargaining agreements
Collaborates with buildings and departments
Focuses on attention to detail in data entry and when analyzing large amounts of data
Demonstrates ability to use computerized human resources/payroll processing solutions
Performs all duties in accordance with applicable Board policies and District and legal requirements
Maintains punctuality and attendance expectations

SKILLS (position requirements at entry):

Successful candidates in this role will have the following skills to support this position:

Understanding and at least 2-years work experience with the Washington State Department of Retirement System and associated regulations.
Ability to successfully perform work utilizing computers as well as learning and implementing a variety of software programs.
Intermediate or higher skill-level in Excel including analytical tools like pivot tables.
High-level analytical skills related to numerical and financial data with the ability to perform mathematical calculations
High-level of attention-to-detail and the ability to implement auditing procedures to support accuracy.
Ability to analyze complex challenges and effectively problem solve and apply a solution.
Strong customer service skills.
Supports the Bellevue School Districts Equity & Accountability Policy 0130 through the ability to successfully demonstrate sensitivity and support for each employee and their individual needs.
Ability to work both independently and as a contributor/collaborator within the Department and District.
Ability to meet inflexible payroll and reporting deadlines.
Communicates prolifically both written and verbal.
Ability to maintain a high-degree of professionalism within their interactions.
Ability to maintain confidentiality with sensitive information.
Ability to develop and present informational material to support employee knowledge.
Maintains punctuality and attendance expectations.
Performs all duties in accordance with the Bellevue School District and School Board policies procedures and legal requirements.

Preferred Skills & Experience:

Strong background and 3-years or more work history in supporting the Washington State Department of Retirement System and associated regulations
Experience in a large or complex organization
Previous related experience in the public sector Preferably school district experience

PHYSICAL REQUIREMENTS:

Positions in this class typically require: stooping kneeling crouching reaching standing walking pushing pulling lifting finger dexterity grasping talking hearing seeing and repetitive motions.

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift carry push pull or otherwise move objects including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Incumbents may be subjected to moving mechanical parts odors chemicals extreme temperatures inadequate lighting workspace restrictions and intense noises.

CONDITIONS OF EMPLOYMENT:

CTSA salary classification 6 $90703 to $95477 (starting at $90703 annual salary) 40 hours per week for a 260-day annual assignment.

Medical dental vision long-term disability and life-insurance eligibility is based upon 630 hours worked within a school year. Retirement provided through Washington State Department of Retirement Systems. Other benefits include vacation and paid holidays.

NOTE:

The above job description is intended to represent only the key areas of responsibilities; specific position assignments will vary depending on the business needs of the department.

Verification of identity and United States work authorization must be completed. The successful candidate for this position must be fingerprinted. Employment is contingent upon clearance by Washington State Patrol and Federal Bureau of Investigation.

Bellevue School District does not discriminate in any programs or activities on the basis of sex race creed religion color national origin age veteran or military status sexual orientation gender expression or identity disability or the use of a trained dog guide or service animal and provides equal access to the Boy Scouts of America and other designated youth groups. The following employees have been designated to handle questions and complaints of alleged discrimination:

Civil Rights Racial Discrimination and Gender Expression or Identity Discrimination:
Civil Rights/Nondiscrimination Compliance Coordinator Nancy Pham or

Sex-based Discrimination including Sexual Harassment:
Title IX Coordinator: Jeff Lowell or

Disability Discrimination:
Karen Dejong (425) or

Mailing address for all three: 12111 NE 1st Street Bellevue WA 98005.

Required Experience:

IC