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Retirement Counselor II
The Retirement Counselor II is a professional dedicated to guiding active, approaching, and retired members through the complex landscape of retirement benefits and planning. Tasked with interpreting rules, computing benefit estimates, and assisting with regulatory requirements, the counselor provides confidential and personalized advice. By clarifying benefit options for service retirement, disability retirement, survivor benefits, and other retirement-related topics, this role ensures that individuals make informed decisions while complying with all applicable retirement laws and policies.
Class Code:
PRE02P
Job Grade:
SGS06
Special Job Requirements:
Typical Functions:
Conduct one-on-one sessions with current and future retirees to explain retirement benefit options, eligibility criteria, and the application process. Organize and lead retirement education seminars and informational workshops to help members understand retirement benefits, changes in regulatory guidelines, and financial planning aspects. Compute estimates of retirement benefits by reviewing personnel records, service credits, and salary data. Assist members in completing required documentation and resolving discrepancies in benefit claims, ensuring accurate record-keeping and compliance. Interpret and apply relevant federal, state, and program-specific laws, codes, and regulations. Serve as a resource for participating agencies and members by providing technical assistance on retirement system policies, procedures, and eligibility requirements. Maintain accurate case files and documentation of client interactions, benefit computations, and counseling outcomes. Prepare periodic reports and respond to inquiries from internal personnel, regulatory bodies, and external agencies regarding retirement issues. Develop strong working relationships with human resources, benefits administrators, and a variety of assorted personnel to ensure seamless service delivery. Provide follow-up consultations and support for complex inquiries, ensuring high-quality customer service and satisfaction.
Knowledge, Abilities, and Skills:
Excellent oral and written communication skills to clearly explain complex retirement information and interact professionally with members, agency officials, and a variety of assorted personnel. Strong analytical skills for reviewing detailed personnel data, the ability to compute benefits accurately, and a proactive approach to resolving discrepancies. A commitment to providing respectful, patient, and empathetic guidance to individuals as they navigate retirement decisions. Proficiency with standard productivity tools (such as Microsoft Office) and familiarity with benefits or payroll systems is advantageous. An ability to stay updated on changes in retirement laws, policies, and industry best practices, ensuring that counseling services remain current and accurate.
Minimum Qualifications:
Bachelor’s degree in Public Administration, Business Administration, Finance, Economics, or a related field. Minimum of 4 years of experience in a retirement system environment, benefits administration, or a related role. Experience may include processing pension claims, wage or benefit computations, or handling inquiries regarding retirement systems. Satisfaction of the minimum qualifications, including years of experience and service, does not entitle employees to automatic progression within the job series. Promotion to the next classification level is at the discretion of the department and the Office of Personnel Management, taking into consideration the employee’s demonstrated skills, competencies, performance, workload responsibilities, and organizational needs.
Required Certificates:
N/A OTHER JOB RELATED EDUCATION AND/OR EXPERIENCE MAY BE SUBSTITUTED FOR ALL OR PART OF THESE BASIC REQUIREMENTS, EXCEPT FOR CERTIFICATION OR LICENSURE REQUIREMENTS, UPON APPROVAL OF THE QUALIFICATIONS REVIEW COMMITTEE.
Exempt:
N