Senior Benefits & Retirement Specialist

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🏄 California – Remote

🏄 California – Remote

💵 $34 - $40 / hour

⏰ Full Time

🟠 Senior

👩‍👩‍👧‍👦 Human Resources (HR)

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Charter Impact

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

📚 Education

🤝 Non-profit

💸 Finance

Education • Non-profit • Finance

Charter Impact is a dedicated service provider that specializes in empowering schools and nonprofits with comprehensive financial management and operational support. With a focus on clarity in complex financial information, the company provides back office services, payroll and retirement solutions, as well as IT support for educational institutions and non-profit organizations. Charter Impact is committed to personalized, tech-enabled expertise that allows its clients to maximize their resources while ensuring seamless transitions and consistent ongoing support.

📋 Description

• 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

• 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.

🏖️ Benefits

• As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace. • Opportunities to connect: Engage in frequent virtual and in-person team-building events. • Incredible colleagues: Work alongside a passionate team making a real impact. • Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more! • Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day. • Employee Referral Bonus Program: Earn a bonus for successful referrals.