Retirement & Pension Strategy Specialist

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Openings as of 6/17/2026

Retirement and Pension Specialist

• Position Type:
  Payroll/ Payroll
• Date Posted:
  4/24/2026
• Location:
  
  Payroll
• Date Available:
  
  ASAP

Bargaining Unit: NON-UNION Department/Location:Payroll

Calendar Days:260 Reports To:Coordinator-Payroll

JDRevision

Date:04/16/2026 Supervises:N/A

Function/Position Summary

Responsible for providing expert, continuous support for employee benefit and retirement systems.

This includestheresolutionofinquiriesregarding

Teachers Retirement System (TRS),Illinois Municipal Retirement  Fund (IMRF), 403(b) and 457(b) plans, Social Security, Medicare and all associated pension benefits.

Job Duties/ Responsibilities

• Conductindividualretirementcounselingsessionsforemployees.
• Calculateandprocessdistrict-paidretirementincentives,bonuses,and enhancements.
• Coordinateanddeliverretirementeducationsessionsandinformationalmaterials.
• Maintainandupdateemployeeenrollment,termination,andstatuschangeswithinIMRFandTRS systems.
• Analyze,audit,andmanagepension-relateddatawithinthepayrollsystem.
• Processemployeeretirementswithinthepayrollsystemandensureaccuratefinalpayandbenefit handling.
• AuditIMRFandTRSrecordstoensurepropertierclassification,eligibility,and compliance.
• Collaborate across Human Resources ,Benefits,and Payrolldepartmentstomanageretirement, insurance benefits, and pension programs accurately.
• Coordinate
  403(b) and
  457(b) retirementsavingsplanswiththird-partyadministrator(TPA) and employees.
• Processandreconcileall
  403(b),457(b),SSP,andVACpayrolldeductionsandremittances.
• Processandtrackall
  403(b) and
  457(b) withdrawalrequests,ensuringtimelyhandlingandcoordination with both legacy and current vendors.
• ManagedatafiletransferstoTPAandcoordinatetimelyfundingwith Financial Services .
• Prepareandanalyzereportstosupportcompliance,audits,andstrategicplanning.
• Assistwithretirementrecognitionprogramsandrelatedevents.
• Administerenrollment,billing,andlifeinsuranceprogramsforthe
  
  Association of Elgin School  Administrators (AESA).
• Maintaincompliancewithapplicablefederal,state,andlocalregulationsrelatedtoretirementand payroll.
• Performotherdutiesasassigned.

Education

• Bachelor'sdegreein
  
  Finance,Business Administration,Human Resources,orarelatedfieldpreferred.

Experience/ Knowledge

• Minimumoffive yearsofexperiencein
  
  Human
  
  Resources,Payroll,or Financial
  
  Services.
• Experienceadministeringpublicsectorretirementsystemsstronglypreferred.
• Proficiencywithpayrollsystems(e.g.,Munis,Skyward,orsimilarplatforms).
• Advancedproficiencyin Microsoft Excel (e.g.,pivottables,VLOOKUP) andstrongworkingknowledge of Microsoft Office and Google Workspace.
• Understandingofpayrollprocesses,including,pre-andpost-taxdeductions.
• Knowledge of Illinoispublicpensionsystems,includingTRSandIMRF.
• Abilitytomanagemultipleprioritiesandmeetstrict deadlines.
• Strong analytical,problem-solving,andorganizationalskills.
• Excellentwrittenandverbalcommunicationskills.
• Highlevelofaccuracyandattentiontodetail.
• Abilitytomaintainconfidentialityofsensitiveemployeeinformation.
• Abilitytoworkindependentlyandmanageprojectsthroughcompletion.

Physical Demands

• Abilitytowork onacomputeroveramajorportionoftheworkday.
• Abilitytoliftormove
  25pounds.

Termsof Employment

• Thisisa
  12-monthposition.
  
  Salaryandbenefitsareasestablishedbythe Boardof Education .
• The salary range for this position is $54,752.00 - $82,139.00. Our typical practice is to hire in between the minimum and midpoint $68,446.00.
  Benefit / Pension eligible, see attachment.

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