National Association of State Retirement Administrators

Position Information

Benefits Manager
TITLE: Benefits Manager
REPORTS TO: Executive Director
CLASS: Exempt
Benefits:  The Benefits Manager has primary responsibility for managing the Retirement Fund’s benefit programs (12,000+ members), including the areas of retiree and survivor benefit payments, retirement
counseling and processing, the disability program, death benefits, and member outreach and education. 
Additionally, responsibility for the implementation and maintenance of the Pension Administration System falls under this position.
This is a supervisory position and as such, is responsible for the leadership, guidance, and development of the employees reporting to the incumbent.


1. Assist in managing all Retirement Fund services and activities; recommend and implement policies and procedures. 
2. Assist in developing and implementing departmental goals, objectives, policies, and priorities for each assigned service area and/or operational area. 
3. Assist in planning, directing, and coordinating, through subordinate level staff, the Benefits Division’s work plan; assign projects and programmatic areas of responsibility; review and evaluate work methods and procedures; meet with key staff to identify and resolve problems. 
4. Coordinate data requests for Annual Statements and Actuarial Valuation requests. 
5. Conduct research on projects; compile and analyze data; prepare formal reports of findings and make recommendations. 
6. Review retirement applications to ensure accuracy of reported earnings, service credits, and service breaks prior to submission to the Board for approval. 
7. Approve pension benefit calculations and benefit payment setup in appropriate system(s). 
8. Audit interviews with retirees selected for verification as part of the outreach and death audit program. 
9. Prepare and review presentation materials for member outreach program. 
10. Reconcile Active and Terminated employee data files to ensure accuracy in appropriate system(s).  

1. Participate in the development and administration of the department budget; approve the forecast of funds needed for staffing, equipment, materials, and supplies; approve expenditures and implement budgetary adjustments as appropriate and necessary. 
2. Explain, justify, and defend department programs, policies, and activities; negotiate and resolve sensitive and controversial issues.
3. Represent the Benefits Division with City departments, elected officials, and outside agencies; coordinate assigned activities with those of City departments and outside agencies and organizations. 
4. Provide staff management assistance to the Retirement Fund Executive Director; participate on a variety of boards, commissions, and committees; prepare and present staff reports and other necessary
5. Represent the Retirement Fund when called upon by the Court regarding Qualified Domestic Relation Orders.  
Supervisory Oversight:
1. Select, train, manage, motivate, and review the work of the Benefit and Administrative Support staff members; provide direction and oversight to the Fund’s external service providers in the benefits and administrative areas, such as the custody bank, pension administration software system developer, actuary, and employee benefits providers.

2. Oversee the Project Manager of the fully integrated pension administration software system designed to improve the efficiency of FWERF’s pension benefit processes and provide members access to data via the Member Self-Service portal. 

3. Supervise the activities of the Board medical advisor in processing disability applications; including, but not limited to independent medical record reviews and physician consultations and exams. Provide guidance to Disability Committee to ensure that members are provided a fair, impartial hearing, and that all procedures are completed in accordance with the Administrative Rules and Procedures.
1. Attend and participate in professional group meetings; stay abreast of new trends and innovations in the field of Retirement Fund programs.
2. Respond to and resolve difficult and sensitive member and/or citizen inquiries and complaints.
3. Perform back-up duties when necessary for the Executive Director in the areas of Benefits, including, but not limited to representing the Fund by giving presentations to the Mayor and City Council, other
governmental bodies, and constituents. 
4. Perform the duties of the Member Services Specialists in their absence, if necessary.
5. Audit Active and Terminated employee data files to ensure accuracy. 
6. Perform related duties and responsibilities as required.  
Position: Benefits Manager
Organization: Fort Worth Employees' Retirement Fund
Location: Fort Worth,  TX 
United States
Posting Start Date: 5/27/2021
Date Posted: 5/27/2021
Knowledge, Skill, and Ability:  Must be knowledgeable in principles, theories, and practices of public administration; principles, theories, concepts, practices, and terminology of governmental pension benefits, accounting, and investments; applicable legal and regulatory requirements; specialized requirements for pension actuarial terminology; personnel management principles and practices.  Must have a working knowledge of the Internal Revenue Code, Worker’s Compensation laws, and disability rules and regulations.

Must be a team player and be able to establish effective working relationships with other staff, management, the Board of Trustees, consultants, and outside service providers, and must also have the ability to encourage similar behavior in subordinates.  Must be able to make rational, thoughtful, and often difficult decisions on a timely basis and keep information confidential whenever necessary.  Must be able to multi-task and work under pressure.
Education, Formal Training, or Experience:  Bachelor’s degree with major coursework in business, economics, accounting, and/or human resources plus advanced certification (RPA, GBA, and or CEBS) and/or graduate degree in business or public administration.  Minimum six years of benefits or pension-related experience, preferably at a public pension plan or similar institution, and supervisory experience.
Must be comfortable with detail and analysis work that requires a high degree of accuracy.  Must be able to communicate both in written and verbal form with members and member entities on matters relating to contributions, retirement, and actuarial matters.  Familiarity with standard office machines and the ability to proficiently use a computer and calculator.  Proficient with Microsoft Office software – Word and Excel.
A high degree of independent judgment and discretion are required in the administration of the benefits and administrative operations for the Retirement Fund.
Material and Equipment Directly Used:  Networked personal computer with mouse, desktop computer printers, and on-line access to custody bank data and software.
Working Environment / Physical Activities:  Office; occasional out-of-town travel involved.

Closing date for resumes is Friday, July 9, 2021.

Please send resumes to:
Annette Connor

Status: This listing expires on: 7/26/2021
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Organization Information
Fort Worth Employees' Retirement Fund
3801 Hulen Street
Suite 101
Fort Worth,  TX 76107
United States
Annette Connor