State of Connecticut Executive Branch

Retirement Examiner (Teachers' Retirement) (8692CL)

$25.26-$33.13 Hourly / $2,020.73-$2,649.89 BiWeekly /
$52,741.00-$69,162.00 Yearly

PURPOSE OF JOB CLASS (NATURE OF WORK)

In the Teachers' Retirement Board this class is accountable for independently performing a full range of tasks in the examination and preparation of pension computations.

SUPERVISION RECEIVED

Works under the general supervision of an employee of higher grade.

SUPERVISION EXERCISED

May lead lower level clerical employees as assigned.

EXAMPLES OF DUTIES

  • Examines retirement applications, benefit computations, adjustments and settlements for compliance with statutory and regulatory requirements; 
  • Examines retirement applications and supplementary documentation for accuracy and completeness; 
  • Contacts applicants of local Board of Education personnel for clarification or additional information when necessary; 
  • Applies auditing principles, complex formulas and statistical and/or actuarial tables when preparing pension estimates in response to requests by pending retirees and for inclusion in retirement system; 
  • Audits computer-generated benefit computations to verify individual data and totals; 
  • Manually calculates benefit computations in cases of part-time service, outside service, disability leave or early retirement; 
  • Completes code sheets for information to be entered into computerized retirement system; 
  • Audits computer-generated statistical reports for accuracy against original records; 
  • Computes settlements paid to beneficiaries of deceased retirees; 
  • Computes retroactive payments and adjustments due to changes in legislation and/or court decisions; 
  • Responds verbally and in writing to employee and agency inquiries regarding retirement data; 
  • May reconstruct individual retiree employment and salary history in order to detect and adjust for errors in payment; 
  • Performs related duties as required.

KNOWLEDGE, SKILL AND ABILITY

  • Knowledge of
    • financial record keeping principles, practices and procedures; 
    • payroll principles, practices and procedures; 
  • Considerable skill in performing arithmetical computations; 
  • Skills
    • interpersonal skills; 
    • oral and written communication skills; 
  • Ability to
    • analyze financial and service data of retirement accounts; 
    • utilize statistical and actuarial tables in computing retirement benefits; 
    • read, understand and apply laws, contracts and regulations; 
    • operate office equipment including computers or other electronic equipment.

MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE

Four (4) years of experience in highly complex clerical work involving bookkeeping, accounts payable, accounts examining or finance.

NOTE: For state employees this experience is interpreted at the level of a Financial Clerk.

MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED

College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of two (2) years.

JOB CLASS DESIGNATION

Classified/Competitive

OCCUPATIONAL GROUP

(01)-Accounting/Auditing

BARGAINING UNIT

(07)-ADMN CLERICAL (NP-3)

EEO

(6)-Administrative Support

SALARY INFORMATION

CL 15

ACKNOWLEDGEMENT

As defined by Sec. 5-196 of the Connecticut General Statutes, a job class is a position or group of positions that share general characteristics and are categorized under a single title for administrative purposes. As such, a job class is not meant to be all-inclusive of every task and/or responsibility.

CANCELLATION CLAUSE

This replaces the existing specification for class of Retirement Examiner (Teacher's Retirement) in Salary Group CL 15 approved effective May 26, 2009. (Revised to modernize format and add Acknowledgement section) Final No. 23-150

EFFECTIVE DATE

06/27/2023
CLASS: 8692CL; EST: 4/25/1986; REV: 6/30/2023;