Retirement Benefits Analyst 1/2/3

N IDEAL CANDIDATE SHOULD POSSESS THE FOLLOWING COMPETENCIES:

Selected Core Competencies:
Communicating Effectively: The ability to relay information correctly and appropriately to connect people and ideas.
Displaying Expertise: The ability to exhibit specialized skills or knowledge gained from experience or training.
Making Accurate Judgments: The ability to form an opinion objectively and decisively based on relevant information and in accordance with established standard.

Selected Preferred Competencies:
 Accepting Direction: The ability to accept and follow directions from those higher in the chain of command.
 Focusing on Customers: The ability to serve the needs of those who support and/or rely on the services provided.
Thinking Critically: The ability to objectively question, analyze, interpret, and evaluate information to form a conclusion.
Working with Financial Information: The ability to use financial data to guide, drive, and convey the financial standing and/or outlook of an organization.

No Civil Service test score is required in order to be considered for this vacancy.

To apply for this vacancy, click on the “Apply” link above and complete an electronic application, which can be used for this vacancy as well as future job opportunities. Applicants are responsible for checking the status of their application to determine where they are in the recruitment process. Further status message information is located under the Information section of the Current Job Opportunities page.
 
 *Resumes WILL NOT be accepted in lieu of completed education and experience sections on your application. Applications may be rejected if incomplete.*
 
 For further information about this vacancy contact:
 Marcie Berkholz
 La. School Employees' Retirement System
 Human Resources
 8660 United Plaza, Baton Rouge
 mberkholz@lsers.net
 

FUNCTION OF WORK:

To determine eligibility for benefits and calculate benefits due retirement system members in accordance with state and federal laws and regulations.

 

LEVEL OF WORK:

Entry.

 

SUPERVISION RECEIVED:

Close from a Retirement Benefits Supervisor or higher-level personnel.

 

SUPERVISION EXERCISED:

None.

 

LOCATION OF WORK:

Statewide Retirement Systems.

 

JOB DISTINCTIONS:

Differs from Retirement Benefits Analyst 2 by the absence of experienced-level retirement benefits analysis work.

EXAMPLES BELOW ARE A BRIEF SAMPLE OF COMMON DUTIES ASSOCIATED WITH THIS JOB TITLE. NOT ALL POSSIBLE TASKS ARE INCLUDED.

Counsels, as a trainee, individual members to explain regular, deferred and disability retirement eligibility and computation of survivor benefits, distribution methods, interest assumptions and effects of beneficiary designations in accordance with Louisiana Revised Statutes, board policies, administrative decisions and federal tax laws.

Audits, under supervision, member records to determine continued eligibility for the Deferred Retirement Option Plan (DROP) as well as for survivor, disability and minor child benefits.

Calculates, as a trainee, retirement benefits and estimates, including advances on final benefit payments, deposits to and disbursements from member DROP accounts and any adjustments to benefit payments due to changes in outside earnings or age.

Verifies acceptability of a variety of legal documents, including but not limited to, birth certificates, marriage licenses, legal affidavits, divorce decrees, community property settlements, and specific consent decrees.

Examines medical reports received on disability retirees to determine if they should be sent to the State Medical Disability Board.

Advise retirees on advantages of and procedures for converting from disability retirement to regular retirement or to active service.

Confers with school boards, colleges and universities, vocational and technical institutes, state agencies, other retirement systems and individual members on a variety of retirement-related issues.

Prepares correspondence explaining the provisions of the Retirement System law, rules and regulations and the method of computation to determine eligibility and retirement allowances.