ESSENTIAL JOB FUNCTIONS
Works under the general supervision of the Retirement Manager to perform day-to-day administration,
including handling active and retired employees’ concerns or requests for service following established
policies and regulations. Responds to requests for information and answers questions regarding the
Deferred Retirement Option Plan (DROP) and other pension plans. Calculates pension, disability, and
refund benefits, accounting for any previous service credits and/or costs with associated pension funds.
Serves as the subject matter expert to respond to requests about retirement programs, pension disability
and pension appeals. Assists employees with pension applications and required documentation. Gathers
pension contribution refunds and disability retirement information to respond to requests. Assists with the
development of information needed to present to the Pension Administration Board and other related
committees. Researches, interprets and applies current and pertinent codes, laws, rules, and
state/federal regulations to all benefits programs. Complies with fiscal controls and program information
regarding retirement program assignments. Acts as a liaison between active and retired employees,
third-party vendors, or insurance carriers to resolve problems or answer questions. Ensures the accuracy
of all pension and retirement records in the HRIS to provide accurate eligibility information. Performs a
wide range of complex personnel technical support functions that require attention to detail and the ability
to focus on multiple tasks within stringent timelines. Mails and forwards appropriate documentation and
forms to active and retired employees and/or insurance companies to complete the enrollment or change
process. Prepares, processes, respond to, and distributes various correspondences and documentation,
such as pension and retirement notices. Assists in the retirement exit process, resolve complaints, and
refers calls as necessary.

OTHER FUNCTIONS
1. Performs additional functions (essential or otherwise) which may be assigned.

TYPICAL PHYSICAL DEMANDS
Must be able to communicate clearly both verbally and in writing. Requires the ability to operate general
office equipment such as a personal computer and telephone. Requires the ability to lift and carry objects
such as multiple files weighing up to 15 lbs. Requires the ability to traverse throughout the office and
stand for a long period of time.

TYPICAL WORKING CONDITIONS
Work is performed in an office environment.