Human Resources Retirement Officer – HigherEdJobs


Human Resources Retirement Officer

Oregon State University

Department: Univ Human Rsrcs Central

Appointment Type: Professional Faculty

Job Location: Corvallis

Recommended Full-Time Salary
$44,496 – $75,516

Job Summary:
The Office of University Human Resources is seeking a Retirement Officer.
This is a full-time (1.00 FTE), 12-month, professional faculty position.

The HR Officer – Retirement provides subject
matter expertise in the administration, design, service & delivery related to all retirement benefits and programs available to Oregon State
University faculty and staff. They work with a wide variety of internal and external customers and clients including agency benefit
administrators, PERS, the Division of Finance and Administration, benefit plan representatives and other agencies, committee, and
organizations as needed. They perform a variety of administrative and analytical tasks to ensure vendor and regulatory compliance,
eligibility determination, and enrollment.

This position requires attention to detail and the ability to maintain a high level of
professionalism and confidentiality.

Why OSU?
Working for Oregon State University is so much more than a

Oregon State University is a dynamic community of dreamers, doers, problem-solvers and change-makers. We dont wait for
challenges to present themselves – we seek them out and take them on. We welcome students, faculty and staff from every background and
perspective into a community where everyone feels seen and heard. We have deep-rooted mindfulness for the natural world and all who depend
on it, and together, we apply knowledge, tools and skills to build a better future for all.


Top 1.4%
university in the world
More research funding than all public universities in Oregon combined
1 of 3 land, sea, space and sun grant
universities in the U.S.
2 campuses, 11 colleges, 12 experiment stations, and Extension programs in all 36 counties
7 cultural
resource centers that offer education, celebration and belonging for everyone
100+ undergraduate degree programs, 80+ graduate degrees
plus hundreds of minor options and certificates
35k+ students including more than 2.3k international students and 10k students of
217k+ alumni worldwide
For more interesting facts about OSU visit:


State has a statewide presence with campuses in Corvallis and Bend, the OSU Portland Center and the Hatfield Marine Science Center on the
Pacific Coast in Newport.

Oregon States beautiful, historic and state-of-the-art main campus is located in one of Americas best
college towns. Corvallis is located close to the Pacific Ocean, the Cascade mountains and Oregon wine country. Nestled in the heart of the
Willamette Valley, this beautiful city offers miles of mountain biking and hiking trails, a river perfect for boating or kayaking and an
eclectic downtown featuring local cuisine, popular events and performances.

Total Rewards Package:

State University offers a comprehensive benefits
with benefits eligible positions that is designed to meet the needs of employees and their families including:

Medical, Dental, Vision and Basic Life. OSU pays 95% of premiums for you and your eligible dependents.
Free confidential mental health
and emotional support services, and counseling resources.
Retirement savings paid by the university.
A generous paid leave package,
including holidays, vacation and sick leave.
Tuition reduction benefits for you or your qualifying dependents at OSU or the additional
six Oregon Public Universities.
Robust Work Life programs including Dual Career assistance resources, flexible work arrangements, a
Family Resource Center, Affinity Groups and an Employee Assistance Program.

Future and current OSU employees can use the Benefits Calculator to learn more about
the full value of the benefits provided at OSU.

Key Responsibilities
35% – Program Administration:

  • Provide information and direct consultation to retiring employees and process employee Retirement Election forms.
  • Provide
    information and consultation to employees and process employee Tax Deferred Investment (TDI) forms.
  • Develop employee communications
    regarding Retirement Savings Plans and Pension
  • Programs. Work with PERS and Retirement Savings Plan representatives regarding
    workshops, employee information requests, etc.
  • Provide technical assistance in person and on the telephone, interpreting and
    explaining applicable policies and procedures related to the administration of PERS, TDI, or other retirement related contributions and
  • Coordinate workshops by vendors and PERS representatives including facilities, catering, communication, media needs.
  • Provide presentations specific to OSU Retirement programs. Develop presentations and arrange logistics.
  • Maintain sufficient
    knowledge of other Benefits employees duties and procedures in order for fill-in coverage to be handled with minimal disruption.
  • Processing benefits-related documents making adjustments in systems that directly impact employee pay. Completing enrollments and
    terminations in various systems. Initiating audit reports, reconciliation, and data entry. Responding to public inquiries and employee
    concerns related to these functions.
  • Provide training to Benefits team members on Retirement Officer tasks.
  • Collaborating
    with other Oregon Universities regarding past enrollments and enrollment changes when employees move positions.

35% -
Record Evaluation and Analysis:

  • Reconcile between payroll systems, payroll adjustment, and the PERS system working with
    OPURP (Oregon Public Universities Retirement Plan).
  • Conduct analysis of benefits enrollment and maintenance processes for
    participants and agency and assists in executing possible enhancements.
  • Collaborate with benefits programs to develop introductory
    and ongoing communications materials, strategies, and training to meet the needs of program representatives, agency, participants and
  • Provide direct assistance to PERS and participate in areas related to retirement plans and programs
  • Responsible
    for compiling, analyzing, and presenting data regarding plan elements and participants for audit and to demonstrate trends across
    demographics, etc. and recommend adjustments as needed.
  • Conduct research and analyze data related to the operation and
    administration of retirement plans, and strategies for improvement to ensure compliance and ensure retirement readiness of
  • Audit monthly reports to determine employee eligibility for retirement plan(s) and send employees the applicable
    retirement plan information.
  • Research employee information and data in Banner HRIS and/or employee personnel records to determine
    the appropriate action necessary to correct or adjust suspended EDX records, including employee demographic and wage and service
  • Analyze issues and take appropriate course of action to reconcile HRIS and PERS EDX records. Work directly with Payroll
    Office, and PERS representatives to rectify discrepancies and errors.

20% – Business Process Analyst:

  • Analyze business processes and recommend appropriate changes to eliminate future reconciliation issues stemming from systems, processes,
    policies and procedures.
  • Represent OSU in data base and process testing designed to improve processes and/or data exchange between
    HRIS and EDX systems.
  • Document and maintain administrative practices and procedures related to data reporting to EDX system, PERS,
    TDI, and EDX project and employee related files.
  • Coordinate with OHR and Payroll Office representatives and provide periodic
    updates as necessary. Lead effort to develop enhanced integration of OHR and Payroll Office processes that will provide increased
    efficiencies for EDX system reporting.
  • Evaluate impact of process and administrative changes, as anticipated, due to bargaining
    proposals, as directed by CHRO and Associate Director of Benefits; utilize evaluation and analysis information to assist CHRO and Associate
    Director of Benefits in creating bargaining proposals or counter-proposals in response to the union.

10% – Collective

  • Provide assistance to the VP, CHRO, Associate Director of Benefits, and Employee & Labor Relations Manager in
    formulating, determining, and effectuating managerial policies in the area of collective bargaining as related to retirement programs.
    Respond to requests for analysis and impact evaluation regarding collective bargaining proposals. Administer the collective bargaining
    agreements for SEIU and CGE contracts.

What You Will Need

  • A Bachelors degree in a field related to the work and two
    years experience providing consultative program support and administration directly related to the position including interpretation of
    laws, rules, policies and regulations; OR HR Professional Certificate from an accredited college/university or professional association and
    4 years of recent, relevant experience providing consultative program support and administration directly related to the position including
    interpretation of laws, rules, policies and regulations;


  • Five years of recent, relevant experience
    providing consultative program support and administration directly related to the position including interpretation of laws, rules, policies
    and regulations.
  • Experience working within a payroll system making changes and adjustments to employee deductions.
  • Strong customer service, interpersonal and listening skills to effectively communicate with clients.
  • User-level experience with
    following software: Windows-based software experience Microsoft Office applications: Word, Excel.
  • A demonstrable commitment to
    promoting and enhancing diversity.

This position is designated as a critical or security-sensitive position; therefore, the
incumbent must successfully complete a criminal history check and be determined to be position qualified as per University Standard: 05-010
et seq. Incumbents are required to self-report convictions and those in youth programs may have additional criminal history checks every 24

What We Would Like You to Have

  • Experience in human resources management, payroll reconciliations, experience
  • Public Employees Retirement System (PERS), Public Employees Benefit Board (PEBB)
  • benefit plans, including EDX and
    PEBB.Benefits; working knowledge of Banner HRIS software and the data warehouse. Accounting skills and experience.
  • Preference will
    be given to individuals whose experience is in the benefits administration field who have worked with retirement programs directly.
  • User-level experience with following software:
  • Administrative data base: Sungard Higher Education Banner (HRIS module) Data
    Warehouse: Hummingbird BI

Working Conditions / Work Schedule

  • Sits for long periods of time, often working at a
    computer monitor.
  • Must be able to work productively with frequent interruptions and in close proximity with co- workers.
  • Must be able to work irregular hours (weekends, nights, etc.) to meet deadlines. Maintain appropriate attendance and office hours.
  • Good time management and organizational skills.

Special Instructions to Applicants
To ensure full
consideration, applications must be received by 04/16/2024.
Applications will continue to be accepted after the full consideration
date, until a sufficient applicant pool has been achieved or the position is filled. The closing date is subject to change without notice to

When applying you will be required to attach the following electronic documents:

1) A resume/CV; and

2) A
cover letter indicating how your qualifications and experience have prepared you for this position.

You will also be required to
submit the names of at least three professional references, their e-mail addresses and telephone numbers as part of the application

For additional information please contact: Bonny Ray at or 541-737- 2806.
OSU commits to inclusive excellence by advancing
equity and diversity in all that we do. We are an Affirmative Action/Equal Opportunity employer, and particularly encourage applications
from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members,
and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community.

OSU will conduct a review
of the National Sex Offender Public website prior to hire.

OSU is a fair chance employer committed to inclusive hiring. We encourage
applications from candidates who bring a wide range of lived experience including involvement with the justice system. This job has
“critical or security-sensitive” responsibilities. If you are selected as a finalist, your initial job offer will be contingent upon the
results of a job-related pre-employment check (such as a background check, motor vehicle history check, sexual misconduct reference check,
etc.). Background check results do not automatically disqualify a candidate. Take a look at our Background Checks website including the for candidates section for more details. If you have questions or
concerns about the pre-employment check, please contact OSUs Employee and Labor Relations team at

To apply, please visit:



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