Senior Benefits & Retirement Specialist

🕒 August 27

🌵 Arizona, California, +11 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🎰 Nevada – Remote 🌲 Oregon – Remote 🗿 South Dakota – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $34 - $40 / hour

⏰ Full Time

🟠 Senior

👻 Ghost score 4%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Administer public pension programs, state-mandated retirement reporting, and compliance processes for charter school clients • Maintain retirement plan documentation and ensure compliance with STRS and PERS regulations and reporting requirements • Serve as primary liaison with County Offices of Education, CalSTRS, and CalPERS • Respond to escalated STRS and PERS issues and resolve reporting discrepancies • Audit, process, reconcile, and correct STRS, PERS, and benefit contributions • Enter and update CalPERS contributions in the CalPERS system • Monitor and manage CalSTRS and CROWE audits • Upload F496 files to SEW, correct Macro text file errors, and submit required reports • Monitor compensation limit changes and notify clients • Research STRS membership types for new hires and ensure accurate enrollment • Manage client open enrollment processes, rate updates, enrollments, terminations, and plan changes • Assist clients and employees with benefits inquiries, eligibility, enrollments, and coverage options • Coordinate with insurance carriers to resolve enrollment and billing issues • Collaborate with Payroll and HR teams on benefits deductions and compliance • Generate reports and maintain benefits and retirement enrollment records • Provide guidance to Payroll Specialists on benefits deductions and retirement reporting • Support new hire processing, employee changes, and payroll-related benefits deductions • Communicate with clients about missing documents, benefit elections, and compliance updates • Run reports and assist 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 at intermediate/advanced level • 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

• Company-issued laptop and essential accessories, including a mouse, keyboard, and monitor • Frequent virtual and in-person team-building events • Medical, dental, vision, and life insurance • 401(k) with company match • 11 paid company holidays • Winter break from Christmas Day through New Year's Day • Employee Referral Bonus Program • Annual discretionary bonus opportunity