Deadline: April 8, 2013
Pay Grade: 29E
Under the general direction of the Manager, the Retirement Planning Transition Advisor administers retirement plan counseling and documentation preparation functions for all categories of University employees. A high level of independent judgment is required to coordinate, plan, and execute employee retirements in compliance with University and State of Delaware policies.
- Coordinates and facilitates pre-retirement advisement and information to University employees; provides advocacy and problem resolution to faculty and staff; advises on benefits options; provides projected estimates of state pension income and retirement benefits, advises on all retiree benefits options, and assists employees with the selection of individual benefits options, and with preparation of all required documents.
- Reviews and oversees the processing of all pre-retirement documentation on behalf of employees to ensure that benefits are appropriately established; perform service calculations to determine eligibility, as necessary; ensures that all benefits records are complete, accurate, and in compliance with applicable regulations, University policies and procedures, and provider requirements.
- Provides advisement and support to retirees or surviving spouses with respect to various related administrative matters and continuation of benefits.
- Interacts with the State Pension Office and other State agencies on questions of creditable service and payroll history for current and former University employees.
- Prepares faculty agreements; calculates faculty early retirement separation payments; prepares required Payroll documents to facilitate proper payments.
- Coordinates assistance to retirees in the establishment and maintenance of government medical insurance benefits through Medicare; provides or oversees provision of advice, liaison, and advocacy to retirees on Medicare-related issues, as needed.
- Serves as retiree advocate, and provides liaison and support in the resolution of on-going problems and issues with regards to benefits payments and/or billings.
- Coordinates the distribution and processing of all relevant forms and documents, advises retirees on policies and procedures, and resolves or coordinates resolution of individual problems and issues, as they arise.
- Assists with Open Enrollment for retirees, to include preparation and distribution of informational materials, facilitation of information sessions, answering questions, and assisting retirees with filling out forms and documents.
- Upon death of retiree, provides advisement and administrative coordination and support to surviving spouse with respect to records management, notifications and associated administrative matters, and continuation of applicable retiree benefits.
- Assists with the planning and production of the annual Employee Benefits Fair.
- Proofreads departmental documents, forms, and Web pages, as requested.
- Performs miscellaneous job-related duties as assigned.
- Bachelor’s degree in Business Administration, Human Resources, or other related field with two years progressively responsible job-related experience.
- Ability to gather data, compile information, and prepare reports.
- Ability to manage employee data, utilizing an automated human resources information system. Records maintenance skills.
- Ability to provide clear technical guidance and instruction to non-technical personnel.
- Ability to use independent judgment and to manage and impart confidential information. Knowledge of on-line, electronic systems and processes.
- Ability to communicate effectively, both orally and in writing.
- Ability to verify data input and correct errors. Advanced data entry skills.
- Ability to make administrative and procedural decisions and judgments on sensitive, confidential issues.
- Ability to identify and coordinate the resolution of payroll problems and inaccuracies.
- Ability to resolve difficult or stressful customer service issues.
- Strong interpersonal skills and the ability to effectively communicate with a wide range of individuals and constituencies in a diverse community.
- Demonstrated ability to maintain confidentiality.
- Ability to work effectively in a team environment.
- Knowledge and understanding of a broad range of human resources administrative policies and procedures as applicable to a public university.
How To Apply
When applying please submit a one-page cover letter and your resume as one document. Also, please remember to provide names, addresses and telephone number of at least three references in the online application.
Equal Employment Opportunity
Employment offers will be conditioned upon successful completion of a criminal background check. A conviction will not necessarily exclude you from employment.
The University of Delaware is an Equal Opportunity Employer which encourages applications from Minority Group Members and Women. The University's Notice of Non-Discrimination can be found at
University of Delaware - 19 months ago
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