Benefits & Retirement Specialist

About the Company:   Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.   Role Summary:

The Senior Benefits & Retirement Specialist is responsible for administering public pension programs, state-mandated retirement reporting, and compliance processes for Charter Impact’s charter school clients. This role primarily focuses on the accurate and timely processing of retirement reporting for public retirement systems, such as CalSTRS, CalPERS and other state retirement programs, with additional responsibility for employee benefits administration and support.

This role is primarily focused on public pension plan retirement reporting, reconciliation, compliance, and client support.

This position requires a highly detail-oriented professional who enjoys analyzing payroll data, researching regulations, resolving complex reporting issues, and partnering with clients to ensure accurate compliance with public retirement requirements.

  This position is remote to candidates based in AZ, CA, CO, CT, FL, ID, IL, NV, OR, SD, TX, UT and/or WA.

Responsibilities

• Maintain accurate and comprehensive retirement plan documentation while ensuring compliance with STRS and PERS regulations and reporting requirements
• Act as the primary liaison for clients with County Offices of Education, CalSTRS (California State Teachers' Retirement System) and CalPERS (California Public Employees' Retirement System).
• Respond to escalated STRS and PERS issues, interpreting and applying relevant laws, rules, and policies to resolve reporting discrepancies.
• Audit, process, reconcile, and correct STRS, PERS, and benefit contributions, collaborating with the Payroll and Accounting teams to ensure accuracy.
• Enter and update CalPERS contributions in the CalPERS system as applicable.
• Monitor and manage CalSTRS and CROWE audits, ensuring timely and accurate responses.
• Upload F496 files to SEW, correct errors in Macro text files, and submit required reports to CalSTRS and County Offices of Education.
• Stay updated on compensation limit changes and notify clients accordingly.
• Research STRS membership type for all new hires and ensure accurate enrollment.