Colorado Public Employees' Retirement Association

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Defined Contribution Analyst I (Finance)



JOB SUMMARY

This position is responsible for the day-to-day business operation of the PERAPlus 401(k) and 457 Plans, and the PERAChoice Program. Responsibilities include ensuring employer and member compliance, and serving as a resource to employers and members for the PERAPlus 401(k) and 457 Plans and the PERAChoice Program.

ESSENTIAL FUNCTIONS

  • Communicates program information with members and employers in writing, verbally over the phone, in one-on-one appointments and group meetings, both in-office and out-of-office

  • Utilizes analytical reasoning skills and proactive research methods to verify plan choice elections, eligibility, and accuracy of data/system coding according to PERA statutory rules and plan design

  • Researches and resolves problems exercising limited discretion or judgment in certain areas governed by federal or state statute, PERA Rules, or the 401(k) and Defined Contribution Plan and Trust Document

  • Ensures employer compliance with statutory and Rules provisions governing the Plans

  • Ensures issues with employer reported problems with PERAPlus 401(k) and 457 Plans or the PERAChoice Program are addressed

  • Communicates program information in writing and verbally over the phone with the Plans' record keeper

  • Ability to organize and track participant and employer issues over time

  • Responsible for data entry, information retrieval, and peer review

  • Participates in training and educational opportunities for ongoing professional development

  • Maintains regular and prompt attendance in the workplace

  • Carries out other duties as assigned

QUALIFICATIONS

  • A combination of education and experience equivalent to three years of benefits administration

  • Strong verbal and written communication skills with knowledge of correct English usage, spelling, grammar, and punctuation

  • Ability to comprehend and analyze complex compliance questions and effectively communicate results

  • Ability to deal with sensitive and/or confidential information and situations in a professional manner

  • Ability to provide excellent customer service to both internal and external stakeholders

  • Ability to manage multiple interruptions on a daily basis while maintaining a high level of accuracy in work product

  • Highly detail-oriented with a strong aptitude for math

  • Ability to prioritize, organize, and work with minimal supervision

  • Capable of working successfully both independently and within a team-focused environment

  • Knowledge of Microsoft Office Suite and related business software

  • Ability to travel overnight on a limited basis

WORKING CONDITIONS

  • Standard environment with telephone communication, computer operation, and other office machines

  • Occasional travel by car or plane as necessary for business purposes

  • Occasionally moving and positioning supplies in excess of 20 pounds

HYBRID WORK OPTION

  • Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.

JOB DESCRIPTION DISCLAIMER:

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change, or new ones may be assigned with or without notice.

Unfortunately, at this time, we cannot consider candidates that require sponsorship (now or in the future) or are located outside of the US.

INTERESTED CANDIDATES

Complete the employment application online at https://www.copera.org/careers. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application:

  1. Why are you interested in this position? 

  2. Why do you think your skills and/ or experiences would make you successful in this position?

  3. Describe a specific situation when you went above and beyond to deliver excellent customer service.

  4. What steps do you take to ensure accuracy while managing multiple projects at once?

You will be asked to complete a pre-employment skills assessment (takes approximately 20 minutes) upon submission of your application. A link for the assessment will be available to you (in your Paycom profile) if you are unable to complete it at the end of your application. The skills assessment must be completed to be considered for this position.

ABOUT COLORADO PERA
As Colorado's largest public pension plan, we are committed to providing retirement and other benefits to more than 600,000 current and former teachers, State Troopers, corrections officers, snowplow drivers, and many other public employees who provide valuable service to all of Colorado.

We hire exceptional employees and invest in their growth and development. We are passionate about our work and committed to serving our members by delivering quality customer service, sound investment decisions, and education programs.  Our culture is built on the core values of integrity and accountability, excellence and initiative, collaboration, and engagement. We value diverse perspectives and promote an inclusive culture, recognizing that our people are our primary asset. We provide a healthy work-life balance and a culture where excellence is rewarded.  At PERA, your work makes a difference every day.

At PERA, you will earn more than just a paycheck- our total rewards package is focused on wellbeing. We offer a comprehensive benefit plan including Health, Dental and Vision coverage, with eligibility for most plans being the first of the month following the date of hire. We offer a generous paid time off plan as well as paid volunteer hours, PERA's defined benefit plan, 401(k) and 457 defined contribution plans (including employer match on the 401(k), as applicable), tuition assistance, on-the-job training, free access to an on-site fitness center, free on-site parking or RTD subsidy, and more. For more information, please visit www.copera.org/careers.

Position Title: Defined Contribution Analyst I
Division: Benefit Services
Reports to: Defined Contributions Manager
Job Status: Full Time / Non - Exempt
Salary: $27.25 to $32.00 per hour, commensurate with experience
Posting Dates: 12/13/2024 to 01/05/2025

Apply Salary Minimum: 27.25Salary Maximum: 32
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