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Retirement Benefits Supervisor

Salary: $25.37-$30.97 hourly / $4,412-$5,387 monthly / Range: 5816

DEFINITION: Under general direction, supervises the staff and daily operations of the Santa Barbara County Employees' Retirement System's retirement benefits unit; provides technical expertise to staff; administers retirement benefits for current Santa Barbara County employees, retiring members, retirees, and beneficiaries; and performs related duties as required.

DISTINGUISHING CHARACTERISTICS: This single-position paraprofessional class is a working supervisory classification responsible for supervising staff and the daily operations of the Santa Barbara County Employees' Retirement System's retirement benefits unit, and for administering complex retirement cases for current and retired Santa Barbara County employees in accordance with the County Employees Retirement Act of 1937. Retirement Benefits Supervisor is distinguished from Retirement Benefits Specialist II in that the Specialist is the journey-level class responsible for administering retirement cases.


1. Supervises the daily operations of the work unit responsible for administering retirement benefits for current Santa Barbara County employees, retiring members, retirees, and beneficiaries, including selecting, training, and evaluating the performance of staff; assigning and reviewing work; providing technical expertise to staff; providing input to performance measure development and policy formation; developing, revising, and instituting new procedures; and ensuring compliance with county, state, and federal retirement policies, procedures, and laws.
2. Reads, reviews, interprets, and implements legislative changes affecting the retirement system; and serves as a liaison with the Retirement Board, County departments, Retired Employees Association, Health Oversight Committee, and other related organizations, committees, and parties.
3. Conducts individual interviews and group counseling presentations for new employees; interprets and explains policies, procedures, and retirement law to current employees; interviews retiring employees and surviving beneficiaries to obtain necessary information and explain available benefits and options; and prepares written correspondence and develops brochures and other communication tools to provide information to retirement system members.
4. Determines retirement eligibility of members; researches and computes benefit options; computes repurchase of service, withdrawal of contributions, and deferred retirement calculations; contacts, verifies, and establishes records for members requesting reciprocity; determines age adjustments and proper rates for members under reciprocity agreements; obtains legal documents required for age changes; and processes applications and supporting documents for approval by Retirement Board.
5. Researches and calculates the division of retirement benefits due divorcing parties in response to Superior Court joinders and court orders; and explains the rights of, benefits due to, and options available to nonmember spouses.
6. Maintains a master file of all active, deferred, retired, and separated members of the retirement system; completes forms to make payroll changes for retired employees; prepares requests for refunds of contributions or deferred or reciprocal retirement; and enters data into the payroll system to generate the payroll.
7. Conducts annual open enrollment for retiree health insurance; assists retirees with health insurance enrollment changes; and acts on behalf of the retiree to resolve health insurance billing and eligibility problems.


1. Possession of an associate's degree in business administration or related field and two years of experience supervising staff and two years of paraprofessional computerized accounting experience either concurrently or in addition to the required supervisory experience; or,
2. a combination of training, education, and experience that is equivalent to the employment standard listed above and that provides the required knowledge and abilities.

Desirable Qualifications: Experience providing retirement benefits administration for a county operating under the County Employees Retirement Law of 1937 or comparable public employees retirement system is highly desirable.

Knowledge of: Principles and practices of supervision; performance management and staff development techniques; advanced bookkeeping practices; computerized accounting and recordkeeping systems; business math; office practices and procedures; information and data gathering techniques; communication techniques required for conducting direct interviews and group presentations; and effective customer service techniques.

Ability to: Plan, assign, coordinate, organize, and prioritize work of self and others; train and supervise staff; establish work standards and evaluate staff performance; work independently; maintain accurate, neat, and complete financial and retirement records; perform arithmetic calculations including fractions and percentages; research, compile, and present financial data; identify and resolve discrepancies in financial and accounting records; read, learn, and apply complex policies, procedures, and laws related to the County Employees Retirement Law of 1937; learn and apply reciprocity rules with a variety of public and private retirement systems; learn and apply state and county retirement codes, regulations, and laws related to death benefits and divorce and property settlements; learn and apply actuarial principles pertaining to retirement system funding; clearly explain irrevocable retirement options to retirees; interact effectively with individuals in sensitive and stressful situations; use personal computers and word-processing, database management, and spreadsheet applications; enter data using a computer keyboard; maintain confidentiality of member data; write clear and concise letters and reports using correct English, punctuation, spelling, and grammar; work effectively under deadlines; communicate effectively; and conduct retirement planning and information seminars and workshops.

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