Retirement Liaison

Description

JOB SUMMARY

Responsible for maintaining and executing support for the UTA pension plan, deferred compensation plan, defined contribution plan, and retiree medical accounts. Serves as an expert advisor to the Pension Committee, 457 Committee, and UTA Senior Management. Serves as UTA’s liaison to participants, vendors, and beneficiaries. Reviews bi-weekly pension reports, monthly pension activity, facilitates pension and 457 vendor meetings, and reviews financials and actuarial valuations. Assists current and previous employees with retirement requests.

MINIMUM QUALIFICATIONS

EDUCATION/TRAINING: 

Bachelor's degree in Accounting, Human Resources Management, or related field.

EXPERIENCE: 

Four years’ experience administering defined benefit, defined contribution, and deferred compensation plans.  Must have thorough knowledge of laws and regulations (e.g. ERISA), governing such plans. Administration of 457 plans preferred. Knowledge and experience with PC-based spreadsheets and database software required.  CBP ore equivalent certification required. Fiduciary and investment experience preferred.

Knowledge:

Laws and regulations (e.g. ERISA) governing retirement and benefit plans.

Skills:

• Excellent verbal and written communications skills
• Customer Service skills
• Organization skills
• Math skills
• Research skills
• Database software
• Microsoft Office software proficiency at an intermediate level in all of the following: Word, Excel and Outlook

 Abilities:

• Ability to understand IRS and DOL regulations
• Ability to work with employees, managers and executives
• Ability to keep accurate records
• Problem solving

 - OR -

An equivalent combination of relevant education and experience.

[UTA reserves the right to determine the equivalencies of education and experience.]


Pay Rate: Up to $77,500 and up dependent on experience.
Open Until Filled

PM21