Apply on Employer Site

Charter Impact · 3 months ago

Senior Benefits & Retirement Specialist

United States

Full-time

Remote

Mid, Senior Level

$34/hr - $40/hr

2+ years exp

Charter Impact is a remote-first organization focused on empowering mission-driven organizations through personalized support in finance and operations. The Senior Benefits & Retirement Specialist oversees retirement functions and benefits administration, ensuring compliance and accuracy while serving as a liaison between clients and relevant agencies.

FinanceHuman ResourcesNon Profit

Responsibilities

Act as the primary liaison for clients with County Offices of Education, CalSTRS (California State Teachers' Retirement System) and CalPERS (California Public Employees' Retirement System)

Respond to escalated STRS and PERS issues, interpreting and applying relevant laws, rules, and policies to resolve reporting discrepancies

Maintain accurate and complete documentation for all retirement plans and ensure compliance with STRS and PERS regulations

Audit, process, reconcile, and correct STRS, PERS, and benefit contributions, collaborating with the Payroll and Accounting teams to ensure accuracy

Enter and update CalPERS contributions in the CalPERS system as applicable

Monitor and manage CalSTRS and CROWE audits, ensuring timely and accurate responses

Upload F496 files to SEW, correct errors in Macro text files, and submit required reports to CalSTRS and County Offices of Education

Stay updated on compensation limit changes and notify clients accordingly

Research STRS membership type for all new hires and ensure accurate enrollment

Manage open enrollment processes for clients, including rate updates, employee enrollments, terminations, and plan changes

Enter and update new benefit rates and plan information in the system, ensuring accuracy before open enrollment

Assist clients and employees with benefits-related inquiries, including eligibility, enrollments, and coverage options

Coordinate with insurance carriers to resolve enrollment and billing issues

Work closely with Payroll and HR teams to ensure seamless benefits deductions and compliance with benefits regulations

Generate reports and maintain records related to benefits and retirement enrollments

Provide guidance to Payroll Specialists on benefits deductions and retirement reporting

Assist with new hire processing, employee changes, and payroll-related benefits deductions as needed

Communicate with clients regarding missing documents, benefit elections, and compliance updates

Support the Payroll Team by running reports and assisting with benefits-related payroll entries

Conduct training sessions for internal staff on retirement and benefits best practices

Qualification

CalSTRS knowledgeCalPERS knowledgeBenefits administrationRetirement plan administrationMicrosoft ExcelPayroll processing systemsProblem-solving skillsCommunication skillsOrganizational skills