RETIREMENT ANALYST_LEAVE, RETIREMENT &(1930700)

Miami-Dade County Public Schools (M-DCPS), an A-rated district, is the nation’s third largest school system with nearly 500 schools and a diverse enrollment of more than 335,500 students from over 160 countries. Our ongoing tradition of groundbreaking achievement has earned top recognition at the national and international levels and makes M-DCPS your best choice.

Job Posting Details

The application deadline is Tuesday, October 29,, 2024 by 11:59 p.m. (EST). This is a DSCAA pay grade 40 position. Candidates need to contact Compensation Administration at 305-995-7043 or salinq@dadeschools.net for individual salary calculation. All application documents must be in SuccessFactors by the application deadline to be considered for an interview.

Required Documents:

1. Current Resume
2. Two (2) Professional Letters of Recommendation signed or electronic signature and dated within the last 12 months (one year) of the application.  References must be from a person who can assess your ability as an administrator or your work ethic and character. Letters of recommendation must include the name, signature and contact information for the person completing the reference.

Administrative Questionnaire: Candidates must complete the Administrative Questionnaire in order to be considered for an interview. The Administrative Questionnaire is embedded in SuccessFactors and the three questions are as follows:

1.   Why are you applying for this position at this specific time? 
2.   What specific skills, knowledge, and experiences do you have that will meet the needs of this particular      position and worksite?
3.  If you are hired for this position, what will you do in the first 90 days that will have an impact on the   department or school site and why?

Professional Certifications or Licenses: If a position requires a specific certification(s) or license in the minimum qualification requirements listed in the job description, please upload a copy of your current/active certificate or license to your candidate profile.

Performance Evaluations: Candidates selected for a final interview are required to have acceptable performance evaluations during the three years immediately preceding application for the position.   You can upload these evaluations to your candidate profile. 

Veteran’s Preference: If requesting veteran's preference, please check the appropriate box in SuccessFactors and attach form DD-214.

Conferred Transcripts with a Graduation Date: Current M-DCPS employees do not need to submit official transcripts if highest degree earned is on file in the Office of Personnel Records (305-995-7258). For external candidates, official transcripts will be required if you are recommended for the position.  Your degree must be from an accredited university. If the position does not require a college degree, you are required to have at least a high school diploma. Candidates with academic training and degrees granted outside the U.S. must submit a credential evaluation report that includes a statement of degree equivalency from an accredited agency in the U.S.

Screening of Applications: Following the application deadline a screening committee will review the applications. Candidates will be notified of the screening results by email.

Oral Interview Assessment Categories: Candidates invited to an interview will be assessed in the following areas:

• Experience
• Job Knowledge
• Reasoning and Decision-Making Skills
• Ability to Present Ideas Effectively
• Ability to Communicate in Written Form

Candidates will be invited to complete a written essay prior to the Initial Interview.  Candidates who are successful in the Initial Interview will be invited to a Final Interview. M-DCPS employees who are moved to a final interview will require a reference evaluation from their immediate supervisor. Our office will email form #3506 (reference evaluation) to the Supervisor.

Background Screening for the Selected Candidate (External Candidates):

Please click on the link below for information on M-DCPS Employment Standards, Drug Testing and Fingerprinting requirements in order to be hired as an employee.

https://www.hrdadeschools.net/personnelservices/

If you have any questions, please contact Mr. Jorge Rubio, District Director, Administrative/Professional Technical Staffing at 305-995-7247 or by email at jrubio@dadeschools.net.

Salary Min:   $53,950.00 

Salary Max:   $91,737.00

OCCUPATIONAL SUMMARY

Provides retirement counseling services to employees, providing estimates of monthly benefits for DROP, Regular and Disability retirement, and information regarding the provisions and rules of their respective retirement plan.  Assures inclusion of all creditable service in the retirement estimate and assists with completion of all necessary applications and forms.  Certifies final salaries to the Division of Retirement and provides official notification to Payroll, Risk and Benefits Management and the Division of Retirement.  Provides  survivors’ benefit information to family members of active and retired employees.

EXAMPLE OF DUTIES

1.            Counsels prospective retirees regarding the provisions and rules of their Retirement Plan (Florida Retirement System, Teachers Retirement System, the Deferred Retirement Option Program and Disability Retirement – Pension and Investment) (Regular and in-line-of-duty), advising of benefit options and calculating estimated benefits; assists retirees in completing Retirement Applications and all other supporting documentation. 

2.            Audits personnel files by the month to assure proper retirement credit for each fiscal year, and reviews position/retirement code for proper credit. Completes certification of leave of absence, hardship/dire emergency/UTD sick leave benefits, workers’ compensation benefits and lump sum salary adjustments as required.

3.            Provides forms and explains process of documenting for purchase, leaves of absence, military service, refunded service, in-state/out-of-state service, and option of using pretax rollover to pay for optional service.

4.            Determines total months/years of retirement credit by plan, optional service, five (5) highest years of earnings, sick leave rate, enters data into proper retirement calculation spreadsheet program and reviews with prospective retiree.  Provides multiple estimates as requested for different retirement dates/plans.  Describes procedure for payout of sick and annual leave days and process of health insurance continuation.  Explains mandatory rollover of sick and annual leave days to a tax shelter program.

5.            Assists employees with the application process for disability retirement benefits.  Reviews available benefits such as leaves of absence, short term/long term income protection benefits and health and life insurance benefits. Maintains disability database to monitor effective dates and submission of required forms.

6.            Requests necessary workers’ compensation documents, including injury report, indemnity payout sheets, maximum medical improvement dates, and settlement agreement.  Completes certification of workers’ compensation payments (WC1) to the Division of Retirement to assure retirement credit for workers’ compensation periods.  Requests, through the Office of Risk and Benefits Management, payment of retirement contributions for periods of workers’ compensation and monitors same through completion.  Completes and/or approves termination document and final salary certification for employees approved for disability retirement and completes termination process.

7.            Discusses survivor benefits with family members of deceased employees/retirees.  Reports death to the Division of Retirement, requests beneficiary documents for retirement and sick leave/vacation payout.  Audits personnel file of deceased employees to determine years of retirement credit and complete death notification form.

8.            Submits requests to the Division of Retirement to review retirement credit as a result of errors in retirement plan codes, job code errors and other periods of questionable retirement credit. 

9.            Distributes to and reviews the work of clerical staff to ensure timely completion and accuracy of work assignments.                  

10.         Develops and implements administrative practices and procedures and advises immediate supervisor of the impact and recommends such changes in work methods, practices or processes as are necessary to achieve goals and objectives.

11.         Reviews and approves the retirement and information notification (RTMT) form, assuring accuracy of retirement date, creditable service, sick leave rate, current address and participation in an incentive program if applicable.

12.         Completes Terminal Leave Retirement Plan (TLRP) form, determining first eligible retirement date, correct daily rate and contract days to establish a sick leave rate to be used for future rollover of applicable sick leave payment to tax-sheltered program.

13.         Certifies final salaries of regular retirees and DROP participants to the Division of Retirement for placement on the retired payroll.  Provides breakdown of lump sum salary adjustments by fiscal year and serves as liaison with the Division of Retirement to provide timely reporting and placement on retired payroll.

14.         Represents the Retirement Section as requested, at seminars, workshops or presentations providing information on retirement guidelines and benefits, and necessary forms as required by the Division of Retirement and/or M-DCPS. 

15.        Performs other duties related to the general administrative responsibilities of the position.

PHYSICAL REQUIREMENTS

This work requires the following physical activities: sitting, mobility, lifting, finger dexterity, grasping, repetitive motions, talking, hearing and visual acuity.  The work is performed primarily indoors.

MINIMUM QUALIFICATION REQUIREMENTS

1.            Bachelor of Arts degree or equivalent and a minimum of three (3) years experience in personnel administration, employee benefits or other retirement/personnel-related fields;

                OR 

A combination of post high-school education and a minimum of seven (7) years of progressively responsible experience in personnel administration, employee benefits or other retirement/personnel-related fields.

2.            Ability to complete mathematical computations, maintain and/or create computer databases, use the internet and communicate effectively as evidenced by clarity and conciseness in oral presentation and written form.

Miami-Dade County Public Schools is an equal opportunity employer!