Retirement Specialist I - Service Retirement jobs in United States
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NEOGOV · 1 day ago

Retirement Specialist I - Service Retirement

NEOGOV is associated with the Public Employees’ Retirement System of Mississippi (PERS), which provides retirement benefits for various public sector employees. The Retirement Specialist I will process service retirement applications, perform member account analysis, and assist members with their retirement journey.

GovTechHuman ResourcesInformation TechnologySoftware

Responsibilities

Meet with members in person by appointment, by phone, virtually and in writing regarding benefits available under the defined benefit plans administered by PERS
Respond professionally and appropriately with awareness that members have a diverse level of knowledge about PERS, finances, and retirement in general. Be familiar with the rules of each plan and adapt to changes in laws affecting the administration of benefits
Audit retirement accounts to verify service credit totals, identify questionable postings, review applicable documents to clarify earnings and employment history, and contact employers for more information, as necessary. Perform account maintenance to correct improperly reported wages and service credit
Prepare accurate Estimates of Benefits
Process various retirement forms within established time frames. Follow up with members and employers via phone, fax, or email when additional information is needed
Compose letters to members and employers using appropriate format, word choice, grammar, and punctuation
Place retirees on payroll. Ensure the benefit amount is correct and that checks are set to be mailed on the appropriate dates. Set up federal tax withholding and direct deposit as specified by retirees
Recalculate retirement benefits after all wages and service credit have posted to accounts. Use existing Excel spreadsheets to calculate the amount of underpayment or overpayment
Performs other duties as assigned

Qualification

Customer serviceBenefit estimationAccount analysisTime managementInnovative thinkingQuality orientationLearning orientationTeamworkOrganizational skillsEffective communication

Required

Bachelor's degree from an accredited four-year college or university
0-2 years of experience
Customer focused
Quality oriented
Innovative
Results and learning oriented
Effective communication skills
Strong teamwork skills
Time management skills
Organizational skills

Benefits

Health/Prescription Insurance
Wellness Benefits
Life Insurance
Optional Insurances
Flexible Spending Accounts
Paid Personal Leave and Sick Leave
Military Leave
Holidays
Retirement Programs
Deferred Compensation
State Credit Union
Tuition Reimbursement
Career Development and Training
Promotional Opportunities
Career Ladders

Company

NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.

Funding

Current Stage
Late Stage
Total Funding
$700M
Key Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity

Leadership Team

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Shane Evangelist
CEO
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Brandon McDonald
Head Of Marketing
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Company data provided by crunchbase