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Job ID: 132358

Retirement Specialist
Mt. San Antonio College

Date Posted Oct. 25, 2019
Title Retirement Specialist
University Mt. San Antonio College
Walnut, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Human Resources

Retirement Specialist

Position Number: 2013141043

Department: Payroll

Job Category: Classified Unit A

Time (Percent Time): 100%

Term (months/year): 12 months/year

Current Work Schedule (days, hours):

Salary Range: A-100

Salary: Steps 1 - 6: $5,329- $6,801 per month

Shift Differential: Shift differential eligibility based on the current collective bargaining agreement

Open Date: 10/24/2019

Initial Screening Date: 11/14/2019

Open Until Filled: Yes

Application Procedure:

Complete application packets will be accepted until the position is filled; however, those submitted by 11:59 p.m. (PST) on November 14, 2019, are assured consideration.

Applicants must submit all of the following materials online unless otherwise noted at Mt.SAC Employment Website to be considered for this position:

1. A Mt. San Antonio College online application.
2. A cover letter describing how the applicant meets the required education and experience.
3. A detailed rsum that summarizes educational preparation and professional experience for the position.
4. One letter of recommendation that reflect relevant experience (do not use social media or professional networks as a means to provide letters of recommendation).
5. If applicable, College and/or university transcripts showing the awarded/conferred degree are required and must be submitted with the online application by all applicants, including current or former employees of the college, to demonstrate that the required educational qualifications are met. Unofficial transcripts are acceptable at the time of application; however, copies of diplomas are not accepted in lieu of transcripts.

Health & Welfare:

The College contributes a minimum of $10,946 toward annual premium for medical, dental, vision and life insurance coverage. Lifetime retirement benefits provided for eligible retirees. The District participates in the Public Employees Retirement System (PERS), State Teachers Retirement System (STRS) retirement programs, and National Benefit Services (NBS).

Note Salary and Health & Welfare Benefits are subject to change.

Basic Function/Overview:


Under general supervision, performs a variety of specialized complex, technical, and professional duties involved in the preparation, analysis, audit, reconciliation, and dissemination of retirement information; prepares and distributes retiree payroll and health insurance premium billings and collects remittances; maintains and audits College financial accounts and records and assists in the preparation of financial reports, summaries, and analyses; coordinates retiree benefits with staff in the Human Resources Department and outside health insurance providers.


Receives direct supervision and work assignments from the assigned manager. Provides functional and technical direction, training, and support to staff.


This is a journey-level and specialized class that performs a variety of professional and technical duties in support of the College's payroll, retirement, and benefits systems. Incumbents are responsible for the overall preparation of the reporting and payment of retirement contributions to multiple agencies in an accurate and timely manner; preparation and distribution of payroll vendor payments and retired employee health insurance premium billings. This class is distinguished from the Benefits Specialist classification by the specialized subject matter and is distinguished from the Coordinator, Payroll classification by having a more narrow focus on accounting and retirement reporting duties while the other provides higher level support to the Director, Payroll.

Essential Duties/Major Responsibilities:


1. Prepares and reconciles retirement payments for employee deductions, prepares payroll registers for benefit deductions, transmits backup data to vendors, and submits remittance requests to Accounts Payable.

2. Prepares and reconciles employee retirement reports to multiple agencies including, but not limited to CalSTRS (California State Teachers Retirement System) and CalPERS (California Public Employees Retirement System).

3. Provides general information related to retirement benefits to employees including Medicare, CalPERS, CalSTRS, tax-sheltered annuity, and Social Security Alternative plans.

4. Presents retirement information to active employees at all new hire orientations, thoughout the year to those considering retirement, and to retirees who are transitioning into Medicare or experience a qualified life event.

5. Reconciles payroll retirement liability accounts and resolves discrepancies in a timely manner. Provides account analyses upon request.

6. Receives retirement billing logs from outside vendors; checks for accuracy and completeness; reconiles statements and accounts of vendors and retirees; makes corrections or refers to responsible party for corrections.

7. Processes monthly invoices for retired employees and collects health insurance premiums when applicable.

8. Reviews and tracks the retirement amounts deducted from employees, billed, and received from retirees; follows up on any outstanding payments.

9. Ensures newly eligible, hired and promoted employees are enrolled timely and accurately in the appropriate retirement system.

10. Receives and makes changes to employee tax-sheltered annuity deduction amounts; assists with requests to withdraw funds from retirement accounts for current and former employees.

11. Assists with requests to purchase retirement system service credit and other retirement related forms for current and former employees.

12. Participates on committees, task forces, and special assignments, including, but not limited to Screening and Selection Committees and affiliated trainings. Prepares and delivers oral presentations related to assigned areas if needed.

Other Duties:

Performs other related duties as assigned.

Knowledge Of:

1. Payroll and retirement reporting and payment requirements of various state and federal agencies and benefit providers.
2. Computerized accounting and finance systems, and computer software and systems related to payroll processes.
3. Computer applications related to work, including word processing, database, and spreadsheet software, including creating reports and queries.
4. Terminology and practices of financial and accounting document processing.
5. Principles and practices of business arithmetic, data collection, record-keeping, and report preparation.
6. Experience working with Enterprise Resource Planning System.
7. Privacy standards and regulations such as state and federal privacy standards.
8. Modern office practices, methods, and computer equipment and applications related to the work.
9. English usage, grammar, spelling, vocabulary, and punctuation.
10. Techniques for effectively representing the College in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.

Skills and Abilities:

1. Maintain working relationships with associated collective bargaining units, meet and confer groups, retirement agencies and health insurance administrator for retirees.
2. Analyze and evaluate financial data related to functions and operations.
3. Plan, organize, and complete assignments with minimal amount of detailed instruction.
4. Develop and maintain procedural materials related to job functions as requested.
5. Maintain confidentiality of sensitive personal information of current and former employees and related family members.
6. Develop and implement recommendations regarding work procedures.
7. Plan, organize, and prioritize work tasks and manage assigned projects; meet established deadlines.
8. Interpret, apply, explain, and ensure compliance with applicable College standards, policies, procedures, rules and regulations related to assigned area of responsibility.
9. Compose clear and concise correspondence and reports.
10. Understand and follow oral and written instructions.
11. Establish and maintain a variety of filing, record keeping, and tracking systems.
12. Use English effectively to communicate in person, over the telephone, and in writing.
13. Understand scope of authority in making independent decisions.
14. Review situations accurately and determine appropriate course of action using judgment according to established policies and procedures.
15. Learns and applies emerging technologies and, as necessary, to perform duties in an efficient, organized, and timely manner.
16. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

Minimum Qualifications/Education & Experience:

Equivalent to a Bachelors degree from a regionally accredited college in accounting, finance, or a related field, and two (2) full time years of increasingly responsible experience in processing financial documents, maintaining financial records, or experience working with employment pension and retirement agencies.

Additional full time years of experience can be substituted for the required education on a year-for-year basis up to six years.


Any combination of training and experience which would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications is listed in the Minimum Qualifications section.

Preferred Qualifications:

Knowledge of retirement regulations.

License(s) & Other Requirements:

Examination Requirements:

Working Environment:

Incumbents work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Incumbents occasionally work in the field and are exposed to loud noise levels, inclement weather conditions, confining workspace, chemicals, electrical and/or mechanical hazards, and hazardous physical substances and fumes. Incumbents may interact with staff, students, and/or public and private representatives, and contractors in interpreting and enforcing departmental policies and procedures.

Physical Demands:

Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various College and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Incumbents must possess the ability to lift, carry, push, and pull materials and objects up to 20 pounds.


Conditions of Employment:

Typing Certificate Requirements:

Special Notes:

Please note: A confirmation number will be assigned when your application packet indicates the supplemental questions have been answered and a document has been attached to each required link. Assistance with the online application process is available through the Office of Human Resources at 1100 N. Grand Avenue, Walnut, CA 91789-1399. Human Resources: (909) 274-4225. E-mail:

DO NOT include photographs or any demographic information (e.g. D.O.B, place of birth, etc.) on your application or supporting documents.

TRAVEL POLICY: Costs associated with travel in excess of 150 miles one way from residence for the purpose of an interview will be reimbursed up to $500 maximum. Relocation costs will be borne by the successful candidate. Travel reimbursement claims (original receipts) must be submitted no later than 30 days following the interview date.

Foreign Transcripts:

Foreign Transcripts: Transcripts issued outside the United States require a course-by-course analysis with an equivalency statement from a certified transcript evaluation service verifying the degree equivalency to that of an accredited institution within the USA. This report must be attached with the application and submitted by the filing deadline.


Human Resources at 1100 N. Grand Avenue, Walnut, CA 91789-1399. Human Resources: (909) 274-4225. E-mail:

Selection Procedure:

A committee will evaluate applications, taking into account breadth and depth of relevant education, training, experience, skills, knowledge, and abilities. The screening committee reserves the right to limit the number of interviews granted. Meeting the minimum qualifications for a position does not assure the applicant of an interview.

Interviews may include a writing sample, committee presentation, and/or performance test. The start date will be following Board approval and receipt of live scan clearance.

Special Instructions to Applicants:

To be guaranteed consideration, it is the applicants responsibility to ensure that all required materials are received before the initial screening date and time indicated on the job posting. Incomplete application packets will not be considered. All application materials will become College property, will not be returned, and will not be copied. Please visit our employment website at Mt. SAC Employment Website to complete and submit your application for this position.

Letters of Recommendation
Confidential letters of recommendation are not accepted for this position. All letters of recommendation must be uploaded to the application.

EEO Policy:

The College is an equal opportunity employer. The policy of the College is to encourage applications from ethnic and racial minorities, women, persons with disabilities, and Vietnam-era veterans. No person shall be denied employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex (gender), age, sexual orientation, or the perception that a person has one or more of these characteristics.

Conflict of Interest:

Mt. San Antonio College employees and the Board of Trustees members shall not engage in any employment or activity that is inconsistent with, incompatible with, or in conflict with Mt. San Antonio Colleges Administrative Procedures (AP 2710 Conflict of Interest, AP 2712 Conflict of Interest Codes).

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