Senior Benefits & Retirement Specialist

Charter Impact

Senior Benefits & Retirement Specialist managing retirement and benefits administration processes for clients. Collaborating with Payroll team ensuring compliance and efficiency in benefits operations.

Posted 7/17/2026full-timeRemote • California • 🇺🇸 United StatesSenior💰 $34 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan administration, including CalSTRS and CalPERS regulations, while ensuring compliance and accuracy in benefits administration and payroll processing. Proficient in data analysis and problem-solving to support client needs and maintain documentation.

Highest-signal resume keywords

Retirement Plan AdministrationCalSTRS ComplianceCalPERS ComplianceEmployee Benefits AdministrationPayroll Processing Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisBenefits AdministrationOpen Enrollment ManagementDocumentation MaintenanceRegulatory ComplianceAudit ProcessingReporting GenerationError CorrectionClient CommunicationProblem Solving

Soft Skills

Organizational SkillsCommunication SkillsProblem-Solving Skills

Tools & Technologies

Microsoft ExcelPaycorADPUKGPaylocityFrontlinePaychexSage IntacctAbila Non-Profit Accounting

Industry Keywords

CalSTRSCalPERS403(b) Retirement PlansNon-Profit Payroll ComplianceCharter School Payroll Compliance

About the role

Key responsibilities & impact

Act as the primary liaison for clients with County Offices of Education, CalSTRS (California State Teachers' Retirement System) and CalPERS (California Public Employees' Retirement System).
Respond to escalated STRS and PERS issues, interpreting and applying relevant laws, rules, and policies to resolve reporting discrepancies.
Maintain accurate and complete documentation for all retirement plans and ensure compliance with STRS and PERS regulations.
Audit, process, reconcile, and correct STRS, PERS, and benefit contributions, collaborating with the Payroll and Accounting teams to ensure accuracy.
Enter and update CalPERS contributions in the CalPERS system as applicable.
Monitor and manage CalSTRS and CROWE audits, ensuring timely and accurate responses.
Upload F496 files to SEW, correct errors in Macro text files, and submit required reports to CalSTRS and County Offices of Education.
Stay updated on compensation limit changes and notify clients accordingly.
Research STRS membership type for all new hires and ensure accurate enrollment.
Manage open enrollment processes for clients, including rate updates, employee enrollments, terminations, and plan changes.
Enter and update new benefit rates and plan information in the system, ensuring accuracy before open enrollment.
Assist clients and employees with benefits-related inquiries, including eligibility, enrollments, and coverage options.
Coordinate with insurance carriers to resolve enrollment and billing issues.
Work closely with Payroll and HR teams to ensure seamless benefits deductions and compliance with benefits regulations.
Generate reports and maintain records related to benefits and retirement enrollments.
Provide guidance to Payroll Specialists on benefits deductions and retirement reporting.
Assist with new hire processing, employee changes, and payroll-related benefits deductions as needed.
Communicate with clients regarding missing documents, benefit elections, and compliance updates.
Support the Payroll Team by running reports and assisting with benefits-related payroll entries.
Conduct training sessions for internal staff on retirement and benefits best practices.

Requirements

What you’ll need

High school diploma required.
Bachelor’s degree in business administration, accounting, human resources, or a related field preferred.
Minimum two (2) years of experience in retirement plan administration, benefits administration, or payroll processing.
Strong understanding of CalSTRS, CalPERS, and 403(b) retirement plans.
Experience with employee benefits administration, open enrollment, and compliance.
Proficiency in Microsoft Excel (intermediate/advanced level required).
Ability to analyze data, solve non-routine problems, and ensure compliance with state and federal regulations.
Strong organizational, communication, and problem-solving skills.
Experience in payroll processing systems such as Paycor, ADP, UKG, Paylocity, Frontline, or Paychex is a plus.
Experience with Sage Intacct / Abila Non-Profit Accounting is a plus.
Knowledge of non-profit and charter school payroll compliance is a plus.