Retirement Counselor

Position: Retirement Benefits Counselor
Location: Welch

Retirement Benefits Counselor page is loaded## Retirement Benefits Counselor locations:
Wake County, NCtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
January 22, 2026 (5 days left to apply) job requisition :
JR-106922
** Agency
* * Dept of State Treasurer
** Division
* * Retirement Division
** Job Classification Title
** Program Coordinator III (S)
** Position Number
**** Grade
* * NC12

Our mission is to preserve, protect and sustain the state’s pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state’s “AAA” bond rating, and provide exemplary service across all divisions of the Department.
** Description of Work
** The primary purpose of this position is to assist active & retired state and local government employees, beneficiaries, employers and agencies with retirement and benefit inquiries by counseling and educating them on benefit programs administered by the Retirement Systems Division and with explaining statute details and legislative interpretations. This section receives phone calls and e-mails from employees and employers from all around the state regarding all the different retirement systems and responds to a variety of calls and e-mails from simple, moderately complex to very complex questions.

These Counseling Center Counselors are trained as subject matter experts regarding all matters retirement and are equipped to handle even the most complex situations that require additional research and follow up, with an awareness toward customer service.
** Knowledge

Skills and Abilities

/Management Preferences
** 50% Public Contact/Retirement Counseling
• Explains and applies interpretations of laws, codes, AG opinions and procedural guides related to the Teachers’ and State Employees’ Retirement System, Local Governmental Employees’ Retirement System, former Law Enforcement Officer’s Retirement System, Separate Insurance Benefits Plan for Law Enforcement Officers, Register of Deeds’ Supplemental Pension Fund and the Disability Income Plan of North Carolina, Legislative Retirement System, Legislative Retirement Fund, Consolidated Judicial Retirement System, National Guard Pension Fund, and the Supplemental Retirement Income Plan.
• Assesses individual member situations while applying current statute regulations and communicating the appropriate decision to involved parties; scope includes over 900,000 active, inactive, and retired members, and over 1,500 employers.
• Acts as a liaison between other sections and our members, beneficiaries, human resource departments, agencies, and others that contact the Retirement Systems Division.
• Educates, assists, counsels, and advises members, their dependents, and/or other involved parties of the benefits programs to determine entitlement, eligibility, timing, privileges, obligations, options and benefits, and explains the applicable provisions.
• Objectively analyzes each member’s situation, selects and applies the appropriate regulations and formulas, and communicates the various options available.
• Evaluates requests and problems in order to determine the member’s rights or benefits; provides counseling as to the wisdom of certain service purchases, optional payment plans, career changes, beneficiary designations, etc.
• Provides technical assistance to agencies and HR professionals in regards to the various retirement systems such as procedural matters, reporting requirements and supplies information to administrative and personnel officials of all agencies covered under the variety of retirement plans.
• Interprets a variety of legislation concerning retirement, depending on the date of enrollment, and the laws in place at that time.
• Provides advice to members in a variety of organizational structures requiring knowledge of personnel regulations and practices, payroll policies, salary plans and the earning of sick, vacation, bonus, and longevity earnings.
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