Retirement Analyst​/Senior Retirement Analyst, Grade N23​/Grade N26

Retirement Analyst / Senior Retirement Analyst, Grade N23/Grade N26

Apply for the Retirement Analyst / Senior Retirement Analyst, Grade N23/Grade N26 role at Montgomery County Government

Please note:

The salary range above represents this position’s earning potential. The anticipated hiring range(s) for this position will be based on the candidate’s qualifications and experience.

If Filled at the Retirement Analyst - Grade N23: $76,742 – $106,772

If Filled at the Senior Retirement Analyst - Grade N26: $87,235 – $134,054

The mission of the Montgomery County Employee Retirement Plans organization is to manage prudent investment programs for the members of the Employee Retirement Plans and their beneficiaries. Our three divisions – Investment, Financial, and Member Services – work together and within a fast‑paced and deadline‑driven environment to provide a wide variety of services and work products. Our teams perform advanced‑level analytical and advisory functions for multiple defined contribution/benefit retirement plans totaling approximately $6B, and provide in-depth customer service and counsel to over 16,000 plan members consisting of current employees, retirees, and other beneficiaries.

The Montgomery County Employee Retirement Plans (MCERP) is looking for an experienced Senior Retirement Analyst who is keenly interested in working in a high-volume and fast‑paced work environment aimed to serve our local government and workforce. The ideal candidate will be able to work independently to successfully perform analytical and advisory functions concerning the County's defined contribution and defined benefit retirement plans, and provide advanced‑level retirement counsel and service to all customers and stakeholders.

• have strong time management, problem solving, and organizational skills.
• can work independently and reliably within a detail oriented and deadline driven environment.
• apply their considerable knowledge of and experience working with public pension and defined contribution retirement plans.
• communicate professionally and excel at explaining complex, technical, or financial information to various audiences and customers (via telephone, presentations, reports, email, etc.).
• effectively manage a wide portfolio of responsibilities, projects, and competing priorities.

This position is responsible for the day-to-day administration of the County’s various retirement plans, as described below. You will provide accurate and timely responses to incoming requests from retirees, current employees, stakeholders, and other beneficiary recipients as MCERP receives minimally 150 requests per week via telephone, email, and walk‑in clients. You will also share your enthusiasm for retirement planning by leading seminars, presentations, and events for County employees.

• Read and interpret retirement plan documents with a basic understanding of related rules and regulations.
• Prepare and review the processing of monthly pension and disability payments.
• Review Qualified Domestic Relation Orders (QDROs) according to County guidelines.
• Maintain and update member information in database. Work with the ERP Implementation Team to ensure payment data integrity and systems security of retiree pension payments in the People Soft module.
• Develop business processes.

• Review participation by County employees in these plans to determine eligibility and processing of refunds.
• Read and interpret retirement plan documents with a basic understanding of related rules and regulations.
• Review of distribution forms.

• Analyze and research complex financial issues and prepare written/oral reports addressing issues related to payments and benefits from the County's retirement plans.
• Provide guidance and assistance to County retirees on matters pertaining to pension payment activities.
• Assist with planning and conducting educational seminars, communication, and events for employees.
• Rec…