Organizational Area: Human Resources - Retirement Programs & Services
Location: Oakland, CA
Posting Salary: Recommended salary range would be: $100,000.00 to $115,000.00. Commensurate with experience.
Position Summary: Involves design and development of retirement or other employee benefit programs and policies. Reporting to the Manager, Retirement Policy Group, Pension & Retirement Programs, under the Executive Director, Retirement Programs & Services, provides analysis for planning, policy development and other related issues regarding the UC pension and retirement programs. Scope of policy and program areas may include any of the of the UC Retirement System (UCRS) plans (UC Retirement Plan (UCRP), the 415(m) Restoration Plan ('415(m) Plan'), Defined Contribution Plan, Tax-Deferred 403(b) Plan, and 457(b) Deferred Compensation Plan), and the UC Retiree Health Benefit Program (UCRHBP).
Assignments are usually on a project basis. Incumbent analyzes the issue(s), gathers data/information, develops and evaluates alternative solutions, and makes recommendations. Job duties include planning projects, establishing project functional goals and objectives, and determining, negotiating, allocating and managing resources.
In addition to performing the tasks outlined above, the incumbent provides ongoing analytical project management for retirement benefit programs and projects that support the University's total rewards strategy. Uses advanced professional concepts and program objectives to resolve complex issues in creative and effective ways. Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Applies and exercises independent judgment and decision-making in presenting options to consider in selecting methods, techniques and evaluation criteria for obtaining results. Contacts are both internal and external to the department at all levels. Erroneous decisions will have a serious impact on the overall success of department.
Special Conditions of Employment:
Other Special Conditions of Employment: Successful completion of a background check is required for appointment to this critical position.
Job Close Date:
Duty 1: Provides analytical support to all initiatives, assignments and projects set by the Manager and/or Executive Director. Analytical support includes, but is not limited to:
a) studying existing and proposed retirement programs, policies and procedures to ensure cost-effective and efficient delivery of services to employees and annuitants; b) providing consultative services to all levels of employees, leadership, faculty, Regents, labor contract negotiators, and other stakeholders across the University. Function:1 Percent: 20
Duty 2: Provides analysis regarding the development, implementation, and administration of retirement programs and policies; represents UC retirement programs to internal and external organizations; assists in the setting of unit goals in alignment with HR and UC strategic goals.
Drafts amendments to the legal plan documents and plan regulations to implement changes approved by the Regents, to reflect details of operating procedures, and to comply with changes in federal and state legal requirements. Coordinates the periodic updating and publishing of the UCRS Plan documents and regulations and the UCRS Chronology. Function:2 Percent: 20
Duty 3: Implements new pension and retirement programs and/or implements changes to existing pension and retirement programs. Implementation will often have system-wide, long-term impact on University employees.
Proactively ensures that pension and retirement programs and policies are compliant with relevant state and federal laws, regulations, and contractual obligations. Assists in oversight of ongoing retirement programs and policy improvement and efforts to assure transparency and accountability in the adoption and administration of retirement program policy. Function:3 Percent: 20
Duty 4: Participates in collaborative coalitions to proactively address key retirement programs, policies and legislative/regulatory issues. Represents the University and interacts with external parties such as attorneys, consultants, and professional organizations. Leads task forces charged with studying, designing, recommending and implementing changes to UCRS plans, policies, and procedures to address competitive, compliance, or operational issues. Function:4 Percent: 20
Duty 5: Defines scope, performance expectations and results for projects and assignments in collaboration with Manager. a) Actively manages own workload and assigned projects; b) Works closely with Manager to ensure unit and program goal achievement system-wide; and c) Facilitates the design, modification and implementation of the University's retirement programs and policies on a system-wide basis. Function:5 Percent: 10
Duty 6: In collaboration with the Manager, acts as a point of contact and primary interface with requesting department units, UC locations, other stakeholders, or vendors regarding UC retirement programs. a) Assists in relationship management to support the Manager, Executive Director, other departments and other UC locations, clients, and external entities related to retirement policy and retirement benefit programs, process improvement and planning initiatives; b) Under direction, consults with HR professionals, UC management, and the Office of General Counsel to establish and maintain essential and effective retirement policies and practices; c) Assists in managing the consultation process with various University-wide groups including, but not limited to, the Faculty Welfare Committee, UCRS Advisory Board, Retirement Savings Program committees, Benefits Managers, Academic Personnel Coordinators, Labor Relations, CUCRA, and CUCEA; d) As needed, attends various internal meetings, including those of the UCRS Advisory Board and defined contribution plan committees and prepares agenda items and gives presentations to these groups; e) Assists and supports the Manager and/or Executive Director in the process for the development, review and delivery of communications regarding retirement programs and policies to employees and campus locations; f) Coordinates UC locations' responses to formulate university-wide position on specific relevant issues; g) Coordinates with UCOP Labor Relations negotiators during labor contract negotiations in fulfillment of information and consultation needs in support of the University bargaining process; h) Drafts timely and accurate proposals, memoranda and administration documents for strategy and planning purposes; and i) Provides training support, tools, techniques, and materials for human resources professionals on process or planning activities at locations. Function:6 Percent: 10
Job Requirements Bachelor's Degree in Business, Human Resources, or related area or an equivalent combination of education and experience.
Minimum of five years of relevant professional experience in benefits, compensation, employee or labor relations, or a related field; demonstrated proficiency and/or design experience in one or more human resources functional areas such as retirement benefits, health and welfare benefits, employee/labor relations, and related practices (subject matter expert in at least one of these areas).
Analytical and research skills to develop, assess, and synthesize information and recommendations from a wide variety of sources on a broad range of issues to formulate program, policy, and service recommendations. Strong mathematical and data analysis skills.
Critical thinking skills to assess current program design strengths and weaknesses and formulate policy and programmatic designs; apply strategic thinking to develop problem-solving approaches.
Demonstrated working knowledge of principles and practices of human resources programs and associated legal and procedural requirements and federal and state rules and regulations; interpretive knowledge of ERISA, COBRA, FMLA, HIPAA, FLSA.
Excellent written and verbal communication skills demonstrated by the ability to articulate complex information and issues clearly, concisely, using appropriate grammar, vocabulary, and business style.
Strong interpersonal skills with the ability to interact collaboratively and productively with diverse staff within UCOP, at the campuses, and with other universities and higher education associations, and proven ability to represent University positions effectively to external constituencies and other colleagues.
Customer service orientation that demonstrates responsiveness in proactively addressing issues and escalated complaints.
Demonstrated ability to function in a complex institutional environment. Ability to apply judgment and political acumen in problem solving; ability to understand interrelated needs of campuses, the Office of the President, and/or bargaining units while being conscious of alternatives and their consequences.
Proficiency with MS Office Suite and other standard office software.
Demonstrated ability to work as a team leader in a collaborative environment, build consensus and promote the exchange of information among project team members and internal units.
Negotiation skills with the ability to articulate a specific position and persuade as necessary, presenting ideas and proposals in a convincing manner to influence the direction of a meeting, plan, or idea.
Project management and organizational skills to independently execute projects/tasks within specific and sudden deadlines, and successfully assess, balance, and prioritize numerous competing concerns; successful experience serving as a team lead on projects; ability to teach, motivate, and influence others in order to accomplish a goal. Required
Knowledge of UCRS plans and UC organization, policies and procedures
Experience reviewing and drafting updates to legal plan documents and regulations. Preferred
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