122540
RETIREMENT BENEFITS SUPERVISOR
AS618 $52,645 - $103,293
Creation Date: 06/29/1987
Change Date: 01/01/2025
FUNCTION OF WORK:To supervise activities relating to membership services or computation of retirement benefits, or to supervise all aspects of a specialized information, education and/or training program within a statewide retirement system.
LEVEL OF WORK:SUPERVISION RECEIVED:General from Retirement Benefits Manager or higher-level personnel.
SUPERVISION EXERCISED:Direct over lower-level Retirement Benefits personnel.
JOB DISTINCTIONS:Differs from Retirement Benefits Specialist by the presence of supervisory responsibility.
Differs from Retirement Benefits Manager by absence of responsibility for managing retirement benefits or retirement membership sections of a state retirement system.
CORE COMPETENCIES:
IDENTIFIED BY STATE CIVIL SERVICE, CORE COMPETENCIES ARE THE KNOWLEDGE, SKILLS,
ABILITIES AND BEHAVIORS BASED ON THE WORK TASKS OUTLINED IN THE EXAMPLES OF WORK.
MORE INFORMATION ON THE SCS COMPETENCY MODEL CAN BE FOUND
HERE.
| Accepting Direction | Communicating Effectively | Demonstrating Accountability |
| Developing Performance | Displaying Expertise | Driving Results |
| Following Policies and Procedures | Making Accurate Judgments | Managing Resources |
| Thinking Critically | | |
EXAMPLES OF WORK:EXAMPLES BELOW ARE A BRIEF SAMPLE OF COMMON DUTIES ASSOCIATED WITH THIS JOB TITLE. NOT ALL POSSIBLE TASKS ARE INCLUDED.
Supervises activities related to determining membership and service credit, counseling members on retirement options, processing purchases or transfers of service credit, refunds of contributions, repayment of refunds, and determining retirement benefit amount.
Reviews work and assigns duties to subordinate Retirement Benefits personnel.
Reviews and composes correspondence related to complex retirement statutes, regulations, board policies, administrative decisions and federal tax laws.
Supervises subordinates related to computing benefits and payments of benefits to qualified retirees and beneficiaries, counseling individual members, determining membership status, and doing related activities.
Interviews and hires new analysts and evaluates current analysts subject to approval of higher-level Retirement System personnel.
Institutes procedures to adjust workload and authorizes overtime efforts to assure timely processing of retirement assessments.
Advises higher-level Retirement System personnel of problems and recommends solutions affecting retirement benefit assessments.
Authorizes adjustments of monetary amounts of monthly benefits in accordance with Retirement System laws.
Trains and counsels subordinates in work procedures, problems, and regulations.
Supervises Information Center Services, which is responsible for counseling and answering questions on the telephone and/or for walk-in customers.
Assist Retirement Benefits Manager and Administrator in representing the system in court cases.
Supervises the operations of the education and information programs, employs methods and procedures consistent with overall agency policy and objectives, including the management of subordinates.
Supervises the development of oral and visual presentations concerning the retirement system for large groups of agency administrators and active and retired members, in the form of Pre-Retirement Workshops, including financial and estate planning and social security benefits, as well as Mid-Career seminars, and individual counseling sessions.
Serves as liaison between the Retirement System and other state agency administrators, parish school superintendents, business managers, human resources directors, payroll officers, school officials, and BESE board members by coordinating requests for services and assisting in solving problems relative to reporting procedures, correcting reporting errors and assuring compliance with laws and board policy statements and interpreting laws and board policy statements.
Reviews legislation, board policy statements, court judgments and decisions, Attorney General's opinions and administrative decisions for interpretation and representation to membership. Composes correspondence and newsletter articles related to complex retirement statutes and changes in policies and procedures.
Supervises Employer Procedures Manual training workshops for reporting agencies to assist those agencies in maintaining compliance with laws governing the retirement systems.
Represents management personnel at local, regional, and statewide meetings, including but not limited to assisting management during legislative session on special projects or representing the retirement system in court cases.
Conducts program evaluation to ensure that the information disseminated is accurate and is utilized by members and agencies in obtaining the best possible benefits.
Makes budget recommendations for information and education program by evaluating needs, preparing narratives, projecting costs, determining necessary adjustments and approving and reviewing expenditures.
QUALIFICATION REQUIREMENTS:MINIMUM QUALIFICATIONS:
Seven years of experience in employee benefits; OR
Six years of full-time experience in any field plus four years of experience in employee benefits; OR
A bachelor's degree plus four years of experience in employee benefits; OR
A Certified Retirement Counselor (CRC) or Certified Employee Benefit Specialist (CEBS) designation plus three years of experience in employee benefits.
EXPERIENCE SUBSTITUTIONS:
Every 30 semester hours earned from an accredited college or university will be credited as one year of experience towards the six years of full-time work experience in any field. The maximum substitution allowed is 120 semester hours which substitutes for a maximum of four years of experience in any field.