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Retirement Benefits Officer

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Retirement Benefits Officer

Salary

$43,950.40 - $71,198.40 Annually

Location

Des Moines - 50321 - Polk County, IA

Job Type

Full-time

Job Number

25-03072

Agency

553 Iowa Public Employees' Retirement System (IPERS)

Opening Date

05/27/2025

Closing Date

6/15/2025 11:59 PM Central

LinkedIn Tag

#LI-POST

Point of Contact

[email protected]

+ Description

+ Benefits

+ Questions

Job Description

The Iowa Public Employees’ Retirement System (IPERS) is seeking aRetirement Benefits Officerto work within the Member Services Bureau. Retirement Benefits Officers play an important role in the retirement journey. Retirement Benefits Officers assist members with pre-retirement counseling, provide retirement estimate, process retirement applications, and maintain member account information.

What You’ll Do:

+ Consult with IPERS membersvia telephone, virtually, and in person.

+ Gather informationto assist with pre-retirement planning.

+ Perform complex retirement benefit-related calculationsboth manually and using IPERS pension administration system.

+ Document member engagementin the pension administration system.

+ Provide front-line risk mitigation and fraud preventionthrough identity authentication process.

+ Perform troubleshooting and technical supportfor members using IPERS online digital portal.

+ Process retirement workflows, forms and applications.

+ Perform peer reviewof completed applications.

Individuals in this position may spend a considerable amount of time on the phone.

What We Offer:

+ Comprehensive benefitsincluding health, dental, life, and long-term disability insurance (coverage begins the first of the month after 30 days of employment).View 2025 (https://das.iowa.gov/media/4378/download?inline=) health and dental premiums here.

+ Generous paid time off– vacation and sick leave begin accruing on day one.

+ Nine paid holidays per year.

+ Flexible Spending Accounts for medical and dependent care.

+ Retirement benefitsthroughIPERS Defined Benefit Plan.

+ Additional voluntary retirement savings optionsthrough theRetirement Investors Club.

For more details, check outState of Iowa – Benefits at a Glance (https://das.iowa.gov/media/3766/download?inline) .

Finalists will be subject to a background check.

Minimum Qualification Requirements

Graduation from an accredited college or university with a Bachelor's Degree;

OR

one year of full-time experience in job interviewing referral and/or placement, credit investigation, collection work or related public contact work obtaining, analyzing and/or evaluating data may be substituted for each 30 semester hours of the required education to a maximum substitution of four years;

OR

employees with current continuous experience in the state executive branch that includes the equivalent of two years of full-time work as a Retirement Benefits Technician.

For additional information, please click on thislink to view the job description. (https://das.iowa.gov/sites/default/files/hr/documents/class\_and\_pay/JobClassDescriptions/RetirementBenefitsOfficer-00846.pdf)

Why Choose the State of Iowa?

At the heart of our commitment to excellence is a dedication to our most valuable asset – our employees. Discover the outstanding benefits that set us apart as an employer of choice.

Our Robust Benefits Package Includes:

Competitive Compensation:

Enjoy a competitive salary that reflects directly on your skills and expertise.

Keep in mind, your wage is just one part of your total compensation. Unlock the complete value of your employment with the State of Iowa by using our user-friendlyTotal Compensation Calculator (https://das.iowa.gov/media/3773/download?inline) .Gain insights into your comprehensive annual compensation, including salary and State-provided benefits.

Health and Wellness:

Prioritize your well-being with our comprehensive health plans, including medical, dental, and vision coverage. Enjoy the peace of mind knowing that the State of Iowa covers 90% of the premiums, providing you and your loved ones with excellent coverage at a remarkably low cost.

Retirement Planning:

We are proud to offer the Iowa Public Employees Retirement System (IPERS). A defined benefit plan, IPERS benefits are guaranteed for life, meaning once you retire, you will receive the same monthly benefit for the remainder of your life (once vested). We invest in your long-term financial well-being, so you can retire with peace of mind.Click here to learn more about IPERS (https://ipers.org/members) .

Paid Time Off:

Life is unpredictable, and at the State of Iowa, we understand the importance of work-life balance. Our leave policies, including paid holidays, vacation, and sick leave with unlimited accrual, ensure you have the flexibility you need for personal and family matters.

Professional Development:

Elevate your career with continuous learning opportunities. We support your growth through training programs, workshops, and tuition reimbursement.

Employee Assistance Program (EAP):

We care about your well-being beyond the workplace. Access confidential counseling, resources, and support through our Employee Assistance Program.

Diversity and Inclusion:

Be part of a diverse and inclusive workplace that embraces all backgrounds and perspectives. We believe diversity is a strength that drives innovation.

Join Us - Elevate Your Career:

Ready to elevate your career with the State of Iowa?Click here (https://iowa.attract.neogov.com/recruitment/p/benefits) to explore more about our unparalleled benefits and discover what makes us unique. Your success is our priority!

01

Do you understand that the answers to all of the following questions must be truthful, honest, and accurate to the best of your ability? Please read all questions and answers thoroughly and make sure you understand them completely.Ensure the answers to your questions match the information filled out on your application and the attachments you have uploaded. If the answers to your questions are inconsistent with your application information or uploaded attachments, you will be given zero points for the question.Knowingly misrepresenting the facts when submitting any information related to an application, examination, certification, appeal, or any other facet of the selection process will result in your disqualification from this application and future employment with the state of Iowa.

+ Yes - I understand and agree.

+ No

02

PLEASE READ CAREFULLY

Have you filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. §611 et seq?

+ No - I have NOT filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. §611 et seq

+ Yes - I HAVE filed a registration statement pursuant to the federal Foreign Agents Registration Act of 1938, as amended, 22 U.S.C. §611 et seq

03

Have you graduated from an accredited college or university with a Bachelor's Degree? IF YES - Do you have three years of full-time experience in job interviewing, referral and/or placement, credit investigation, collection work, financial planning, selling insurance, stocks or bonds, or related public contact work obtaining, analyzing, and/or evaluating data?

+ Yes - I have graduated from an accredited college or university with a Bachelor's Degree AND have three years of the required experience.

+ I have graduated from an accredited college or university with a Bachelor's Degree BUT DO NOT HAVE three years of the required experience.

+ I have not graduated from an accredited college or university with a Bachelor's Degree

04

Do you have three years of full-time experience in job interviewing, referral and/or placement, credit investigation, collection work, financial planning, selling insurance, stocks or bonds, or related public contact work obtaining, analyzing, and/or evaluating data? IF YES - Do you have an ADDITIONAL FOUR YEARS of work experience in the areas listed above (not counting years already accounted for in part 1 of this question) AND/OR post high school education. Thirty semester hours of post high school education equals one year of experience.

+ Yes - I have the three years of experience in the areas required AND the additional four years of experience/post high school education

+ Yes - I have the three years of experience in the areas required BUT DO NOT HAVE the additional four years of experience/post high school education

+ No - I do not have the three years of experience in the areas required

05

Are you a permanent State of Iowa employee - Executive Branch? IF YES - Do you have two years of full-time work experience as a Retirement Benefits Officer for the State of Iowa?

+ Yes - I am a permanent State of Iowa employee - Executive Branch - and have two years of full-time work experience as a Retirement Benefits Officer for the State of Iowa

+ Yes - I am a permanent State of Iowa employee - Executive Branch - BUT DO NOT have two years of full-time work experience as a Retirement Benefits Officer for the State of Iowa

+ I am not a permanent State of Iowa employee - Executive Branch

06

Years of experience with general office duties; handling voicemail, email, multiline phones, fax, greeting customers

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

07

Years of experience interviewing or providing financial counseling to clients

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

08

Years of experience providing phone customer service

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

09

Years of experience providing in-person customer service

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

10

Years of experience interpreting, examining and applying federal and state laws for an organization

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

11

Years of experience collecting, analyzing and interpreting data

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

12

Years of experience maintaining confidential information

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

13

Years of experience providing individual or group education

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

14

Years of experience using Microsoft Office (Example: Word, Excel, PowerPoint)

+ 6 years or more

+ 1 year to less than 6 years

+ Less than 1 year

15

Experience working for IPERS in a part-time or temporary capacity

+ Yes

+ No

Required Question

Employer

State of Iowa

Agency

553 Iowa Public Employees' Retirement System (IPERS)

Address

7401 Register Dr

Des Moines, Iowa, 50321

Website

https://www.ipers.org/

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