Retirement Specialist I

State of Nebraska•Lincoln, NE

9d•$18

About The Position

Would you like the opportunity to join a small team of great communicators, and even better collaborators, serving public employees across the state of Nebraska? If so, you may have found your new home at the Nebraska Public Employees Retirement Systems (NPERS), as a Retirement Specialist I, on our four person Refunds Team. Under general supervision, this Retirement Specialist I position processes distributions, including refunds, and calculates annuity benefits, according to the Nebraska Retirement Statutes; functions collaboratively to problem-solve with their team and manager; works closely with our records keeper and their software system; prepares written correspondence to members and reporting agents; and performs related work as assigned. Not only does this position help other public servants, but it also offers great benefits! Here at NPERS, you’ll receive 13 paid holidays, have your retirement contributions matched at 156%, and have 79% of your medical insurance premiums covered by your employer. You can earn up to 12 days of paid sick leave and 12 days of paid vacation in your first year. Do you have student loans? We are also a qualifying employer for the Public Service Loan Forgiveness Program (PSLF). Please refer to the Benefits link for more information on benefits offered to State of Nebraska employees. Don’t hesitate and apply today! To find out more about NPERS, please visit our website at npers.ne.gov. Work schedule: M-F, 8-5

Requirements

One or more years of coursework, training and/or experience in office support/secretarial support functions including typing duties and one years experience as a Retirement Specialist Trainee or working in a similar capacity calculating benefits and providing customer service to benefit recipients about retirement plan guidelines.
Possess good reasoning skills
Knowledge and/or experience with Microsoft Office Suite products (Word & Excel)
Knowledge of general math and enjoy working with numbers
Ability to perform math calculations
Ability to communicate effectively
Ability to have regular attendance and punctuality
Ability to interact with persons of varying degrees of understanding, regarding the retirement plan(s)
Ability to interact for extended periods of time using empathy, tact, and courtesy, when communicating with members, co-workers, and the public, in person and over the phone
Ability to maintain positive internal and external relationships

Nice To Haves

Experience processing retirement plan refunds, annuities, and/or other retirement distributions.
Experience composing and conducting business correspondence and communications.

Responsibilities

Process retirement plan distributions.
Process regular retirements in the State and County plans, including validating applications, calculating, and auditing benefit calculations.
Enter and audit distributions for the Deferred Compensation Plan (DCP).
Enter and audit refunds for all retirement plans.
Respond to and request information from plan members and employer reporting agents via written and verbal communication.
Verify service credit and salary information utilizing multiple software systems.
Calculate purchase of service and military service.
Prepare QDROs, by splitting accounts and calculating estimates for the member and the alternate payee.
Prepare necessary information for Board review on applicants seeking Disability retirement.
Respond to member inquiries regarding plan laws, agency policies and procedures, and pending legislation for the Public Employees Retirement Systems.
Explain the workflow processes for members and reporting agents.
Disseminate tax information and respond to additional questions from members.
Process member requests for information and other miscellaneous requests.
Additional duties related to retirement processes may be assigned.