Administrative applications for the following position are being accepted by the Office of Human Resources.  A current resume and three (3) letters of recommendation manually signed by the author and dated less than one (1) year old must be attached to the completed application.  Appointment is subject to a criminal background check, a drug/alcohol test and credential verification.  Non MPS employees must submit official transcripts confirming a Bachelor’s Degree.  No applications will be accepted after the deadline date and time. YOU MUST APPLY ONLINE FOR JOB OPENING #1017959  at www.mpsmke.com/jobs à Employment à Job Openings à Administrator/Supervisor and follow the link.   

Pension Analyst II

Office of Human Resources

BASIC FUNCTION: 

Performs and assists in a wide variety of specialized pension administration functions related to the following pension programs: Milwaukee Board of School Directors (MBSD) supplemental early retirement plans covering teachers and certificated administrators, City of Milwaukee Employees` Retirement System (ERS), State of Wisconsin Retirement System (WRS) and MPS 403(b) tax sheltered annuity program.

MAJOR DUTIES AND RESPONSIBILITIES:

• Coordinates and performs activities to ensure that standard accounting principles and internal controls are followed in the administration and management of the district’s two supplemental pension plans and in the administration of the employer obligations to the city and state pension systems.
• Maintains the Pension database, HRMS PeopleSoft payroll and benefit administration modules for pension and 403(B) – tax sheltered annuity plans and data processes.  Develops benefit and data statistical information for employees, plan trustees, actuaries, auditors, attorneys, ERS and WRS. 
• Counsels and provides information to pension plan participants to assist them in making informed decisions for retirement.
• Interprets plan provisions and regulations and analyzes actuarial and financial information for Milwaukee Board of School Directors meetings and administrative meetings.  Prepares financial statements and reports for plan auditors in accordance with Internal Revenue Code, GASB, FASB, and GAAP requirements.
• Assist with calculating, analyzing and communicating benefits under the MBSD early retirement pension plans including facilitating initial benefits set ups for payment by trustee. Analyze existing and new benefits paid under these two plans to ensure payment is made in compliance with plan documents and payroll records.
• Responsible for assisting computerized enrollment, benefits and payroll reporting interfaces with outside pension systems, actuaries and trustee and the maintenance of the PeopleSoft/ Pension Management Information System benefits tables. Maintain files of pension plan history, pension data, correspondence, reports and forms. Initiates record keeping and data retrieval methods in compliance with pension plan provisions and statutory requirements.
• Assist with handling employee/retiree inquires and answers questions concerning pension or 403(b) plan related issues.
• Assist with resolving administrative issues with trustee, actuary, WRS and ERS representatives.
• Assist with updating and maintaining employee/retiree communications, forms, and applications in compliance with pension plan provisions and statutory requirements.
• Assist with preparing and maintaining procedural manuals in support of MBSD pension administration function.
• Assist with monitoring and analyzing changes to the WRS and ERS pension plan and report necessary and/or recommended changes in administration and related cost impact.
• Assist with recording, classifying, summarizing, reconciling, and auditing MBSD early retirement pension plan benefit statements and preparing required financial statements on a monthly basis. Process financial transactions and updated to the general ledger for these plans. Reconcile benefits paid with plan records.
•  Assist with preparing and analyzing data for annual plan valuations for MBSD supplemental pension plans performed by actuary. Assist in the year end pension related audits.
• Assists with coordinating enrollment information for newly eligible employees. Annually conduct eligibility audits and enroll eligible part time employees in the ERS and WRS pension systems.
• Actively supports the MPS Strategic Plan.
• Perform other duties as assigned. 

QUALIFICATIONS:

• Bachelor’s Degree in Accounting, Finance or related field. CPA or CFP preferred. 
• Five years of professional hands on experience in pension plan administration (Equivalent combinations of education and experience will be considered).
• Knowledge of and ability to apply good diagnostic, analytical and evaluative skills with strong organizational, verbal and written communication skills.
• Familiarity with pension plans and related plan options.
• Strong hands on knowledge of personal computer and client server system environments preferably PeopleSoft HRMS Payroll System.
• Sound experience with financial and budget analysis, internal control and generally accepted accounting principles.

A combination of education and experience will be considered.

APPLY ONLINE FOR JOB OPENING #1017959. For further information call Pepper LaMothe, Manager - Talent Management, Office of Human Resources at (414) 475-8224 or email lamothkp@milwaukee.k12.wi.us.

The salary range is $63,410 – 91,331 (12-month)

QUALITY EDUCATION BEGINS WITH QUALITY PERSONNEL

The Milwaukee Public Schools does not discriminate in its programs, activities, facilities, employment, or educational opportunities on the basis of a person's sex, race, age, religion, color, national origin, ancestry, creed, pregnancy, marital or parental status, sexual orientation, or disability. Reasonable accommodations requested by qualified individuals with disabilities will be made in accordance with the Americans with Disabilities Act (ADA) of 1990, as amended by the Americans with Disabilities Act Amendments Act (ADAAA) of 2008.

In accordance with Wisconsin Statutes, every applicant for a position with Milwaukee Public Schools will be subject to the open records law.  Any applicant not wishing to have his/her identity released, must submit a written statement to that effect to the Office of Human Resources.  The identities of all "final candidates" may be released.  Milwaukee Public Schools reserves the right to interview the best qualified candidates.