MARICOPA COMMUNITY COLLEGE DISTRICT JOB DESCRIPTION

TITLE:  RETIREMENT ANALYST

GRADE: 15

JOB CODE: 7780

FLSA:  ADMINISTRATIVE

 

Job Summary

 

Plans, advises, and provides functional and technical assistance for all internal/external retirement programs and pension plans.  Coordinates and monitors applicable documentation for active retirees, employees, and temporary employees.

 

Scope

 

This position works in the area of Human Resources.  Work contacts include administrators, faculty, staff, insurance carriers, consultants, outside agencies and the public.  Equipment used includes standard office equipment.

 

Supervision Received

 

This position reports to the Director Compensation; receives general direction regarding routine and standard matters and specific instructions regarding non-routine and highly sensitive matters.

 

Supervision Exercised

 

This position advises Human Resources staff on technical retirement issues.

 

Representative Duties

 

Advises and explains technical aspects of retirement programs to employees; plans, sets up, tests, implements, maintains, and updates retirement technology programs and services; prepares test plans and evaluates test results of system problems; maintains liaison with technical staff for resolution of system problems; identifies and recommends automation of retirement processes and functionality; prepares test plans and evaluates test results; conducts testing on system applications; analyzes new retirement legislation and performs cost impact as needed; conducts cost benefit analysis for specified retirement programs; performs analysis on enrollment trends and retirement patterns of employees; ensure compliance with 218 agreement, ASRS, SS, and IRS regulations; develops reports and training materials for end users; trains end users as needed; assists with RFP’s and may direct parts of RFP’s; prepares reports required by Medicare, SS, and other regulatory agencies; performs other duties as assigned.

 

Knowledge and Abilities

 

Knowledge of:  types of defined benefit and defined contribution retirement plans; IRS, federal, social security, state, healthcare, taxation on employee and retiree earnings; ASRS eligibility/benefits; current practices in administration and implementation retirement related technology systems; statistical recordkeeping and reporting; mathematical computations; RFP/bidding processes.

 

Ability to: develop, test and implement automated retirement processes; research and recommend feasibility of additional retirement programs; advise on district policies, tax regulations and implications and new federal/state retirement legislation; maintain confidentiality; calculate projected retirement income; communicate effectively orally and in writing; establish cooperative working relationships with persons contacted in the course of performing assigned duties.

 

Training and Experience

 

Any combination of education, training and experience that provides the required knowledge and abilities.  An example of this would be a college degree and professional experience in business/human resources and responsible analytical or administrative experience in one or more of assigned areas.

 

Special Conditions of Employment


Some positions may require a Class D Driver’s License.

 

Working Conditions

 

This class specification is intended to indicate the basic nature of positions allocated to the class and examples of typical duties that may be assigned.  It does not imply that all positions within the class perform all of the duties listed, nor does it necessarily list all possible duties that may be assigned.