County of Alameda

Under general supervision, to provide para-professional specialized plan administration and participant service support duties to the County’s Deferred Compensation Plan participants; provide back up for the Deferred Compensation Specialist; respond to Deferred Compensation administration inquiries from the Deferred Compensation Program Manager, Deferred Compensation Specialist, plan participants and plan retirees; assist participants with the accurate completion of various forms required by the plan; process Deferred Compensation payroll modifications and catch-up calculations; monitor the Third-Party Administrator(TPA) website for reports requiring action and perform the necessary tasks to update the information where appropriate; perform other related duties as required.  

DISTINGUISHING FEATURES

This single position classification is located only in the Treasurer-Tax Collector’s Office.  The incumbent in this class is responsible for providing overall para-professional support within the Deferred Compensation Plan, including ensuring the completeness of all necessary enrollment documentation.  The incumbent also assists with the day-to-day inquiries about the program.      

This class is distinguished from the Deferred Compensation Specialist in that the responsibilities of the latter class involves independent decision-making, development, or oversight of a program or function, the more limited availability or nature of supervision received and a greater scope and complexity of activities, regulations, and guidelines.

NOTE:  The following are the duties performed by employees in this classification.  However, employees may perform other related duties at an equivalent level.  Each individual in the classification does not necessarily perform all duties listed.

1. Maintains the Deferred Compensation forms request phone line.  Responsible for accurately sending forms to requesting eligible employees, active participants, and retired participants.
2. Maintains Deferred Compensation records logs and statistics; prepares spreadsheets and reports as requested.
3. Maintains and tracks action items in the TPA website and performs required tasks to update the information as appropriate.  This includes producing the weekly loan report.
4. Answers routine inquiries and gives guidance about the County’s Deferred Compensation Plan to active, retired, and eligible plan participants.
5. Schedules and arranges small departmental educational and various other informational seminars as requested.
6. Schedules and arranges County-wide annual Deferred Compensation educational seminars at various County locations.
7. Coordinates one-on-one meetings with the Financial Advisors.
8. Maintains Deferred Compensation forms, supplies, and retirement workbooks.  Opens all mail and correspondence and processes as appropriate.  Processes payroll modification and enrollment forms including Human Resource Management System (HRMS) entries.
9. Research payroll records in preparation for IRC 457(b) Plan catch-up provision eligibility and calculation of catch-up contribution capacity.
10. Creates complex calculation worksheets for eligible three (3) year catch-up provision participants of sub plans to determine deferral amounts in compliance with IRC requirements and enter data into the HRMS.
11. Provides back-up support to the Deferred Compensation Specialist.
12. Scans and verifies Deferred Compensation forms and participant file documents in the FileNet system.  Reviews bi-weekly and quarterly imaging exception reports and makes needed corrections.
13. Processes Deferred Compensation payroll modifications in the HRMS in compliance with related Internal Revenue Codes. Notify participant of errors and explains required change(s).
14. Maintains confidentiality and determines appropriate release of participant data.
15. Prepares a variety of correspondence, forms, legal documents, reports, articles, labels, specifications, memoranda, and other written communication as requested or as detailed in procedural guides.
16. Assists with the implementation of a variety of programs and projects and performs related work as required.

EITHER I  

Education:  

An Associate Degree from an accredited college (Additional years of experience may be substituted for the required years of education on a year for year basis).  

AND

Experience:      

The equivalent of two (2) years of full-time experience as a Specialist Clerk II or in an equivalent or higher-level classification with at least one (1) year performing retirement benefits administration duties that includes statistical or fiscal work in the Alameda County classified service.  

OR II  

Education:  

An Associate Degree from an accredited college (Additional years of experience may be substituted for the required years of education on a year for year basis).  

Experience:  

The equivalent of three (3) years of full-time experience performing retirement benefits administration duties that included statistical or fiscal work.  

NOTE:    The Civil Service Commission may modify the Minimum Qualifications in the announcement of an examination.

NOTE:    The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.    

Knowledge of:  

• Basic personnel and payroll transactions.
• Effective customer service techniques.
• Information gathering and research methods.
• Document Imaging.
• State and federal laws and regulations governing the defined contribution plans.
• Spreadsheet, computer applications, and data entry skills.
• Correct usage of English, including punctuation, spelling and grammar.  

Ability to:  

• Ability to meet multiple deadlines.
• Handle multiple tasks and prioritize work on a daily basis.
• Listen attentively to discern participants’ and employees’ needs.
• Make accurate mathematical computations.
• Communicate effectively orally and in writing.
• Independently analyze and solve operational problems.

Newspecs:  1541

DRH:cs  10/22/14

CSC Date:  10/1/14

RE:sa Revised 01/26/2021

CSC Date: 03/10/2021

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Well-Being

• Medical – HMO & PPO Plans
• Dental – HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance 
• Supplemental Life Insurance (with optional dependent coverage for eligible employees) 
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 12 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Catastrophic Sick Leave
• Pet Insurance
• Commuter Benefits Program
• Guaranteed Ride Home
• Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
• Employee Discount Program (e.g. theme parks, cell phone, etc.)
• Child Care Resources
• 1^st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.