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California State University, San Bernardino
California, United States
Salary Not specified
Date posted
Feb 20, 2024

Benefits & Retirement Analyst (Adminstrative Analyst/Specialist Exempt I), Benefits
California State University, San Bernardino

Job No: 534329
Work type: Staff
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location) Job Summary:

The Benefits & Retirement Analyst is primarily responsible for providing day to day processing, ensuring timely and accurate processing of enrollments and dis-enrollments in systems such as PeopleSoft and CalPERS. This position will interpret and apply complex policies, and procedures and laws to ensure program compliance. The incumbent will determine benefit eligibility per the collective bargaining unit agreements and CSU guidelines.

Major duties and responsibilities.

Benefits Administration:
  • Primarily responsible for providing day to day processing.
  • Ensuring timely and accurate processing of enrollments and dis-enrollments in PeopleSoft and CalPERS.
  • Interpret and apply complex policies, and procedures and laws to ensure program compliance.
  • Determine benefit eligibility per the collective bargaining unit agreements and CSU guidelines.
  • Run reports and queries in PeopleSoft to perform audits for 26 year olds, benefit deductions, new hires, terminations, time base changes on weekly/monthly basis.
  • Transmit documents to State Controller's Office (SC) by deadlines using CFC and PeopleSoft.
  • Affordable Care Act (ACA): Provide back up when needed to enter information in PIMS for ACA eligibility and notify employees of their eligibility.
  • Onboarding: Present monthly session for new hires in collaboration with Talent Acquisition.
  • Maintain presentation and update as required to keep up with current changes.
  • State Controller's Office (SCO) Interface: Run bi-monthly reports for enrollments and cancellation of vision, life and long-term disability.
  • Evaluate and analyze data for correctness and modify reports before sending to SCO.
  • Contact SCO with additional information or provide Misc. Form when needed.
  • Dependent Verification Audit (DEV): CalPERS quarterly audit of selected employees requires data entry of codes for employee's dependents in PeopleSoft and PSR transmittal to CalPERS.
  • Audits performed weekly/monthly of all received transactions to ensure they are processed before the due date.
  • Correct system errors in PeopleSoft and through CalPERS as needed.
  • Spreadsheets: Maintain records and transactions for enrollments, audits, and ensure issues are received and resolved.
  • Court Ordered Enrollments: Upon receipt of Child Support Services (CSS) request, notify employee of mandatory enrollment, obtain birth certificate and SSN card and enroll dependent(s) accordingly.
  • Complete DPSS and verification of benefits form and return to CSS to verify enrollment.

  • Provide informational meetings to employees (and spouses) about retirement benefits.
  • Offer guidance and assistance regarding the retirement process and options.
  • Provide resources, information and answer questions.
  • Enroll retirees in appropriate retirement benefits through CalPERS and PeopleSoft.
  • Co-host President's Annual Retirement Celebration and create speaking points and schedule.

Problem Solve:
  • Resolve issues with CalPERS for PSR and other problems identified by employees and retirees on a daily basis.
  • Research and provide resolution for identified issues with all CSU benefit plans.
  • PeopleSoft- resolve technical errors or glitches within the system.
  • Clean up data errors and collaborate with other departments as needed to correct data correction issues when discovered.

  • Run weekly reports to identify separations/retirements, time base changes and new hires.
  • Generate COBRA election forms and create enrollment forms when elections are received by employee.
  • Answer questions regarding COBRA.

Event Support:
  • Create flyers and invitations for various events.
  • Reserve rooms as needed and contact vendors for participation.
  • Assist with the set-up and preparation for both in-person and virtual events.
  • Other classification-related duties as assigned.

Minimum Qualifications: Required Education and Experience
  • Bachelor's degree and/or the equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.
  • Two years of related experience.

Required Qualifications
  • In addition to Position Skill Level - Non Exempt knowledge and skill requirements, work assignments typically require:
  • Working knowledge of and ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations.
  • Thorough knowledge of policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty.
  • Working knowledge of operational and fiscal analysis and techniques.
  • Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.
  • Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.
  • Expertise in investigating and analyzing problems with a broad administrative impact and implications.
  • Ability to anticipate problems and address them proactively.
  • Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form.
  • Ability to train others on new skills and procedures and provide lead work direction.

Preferred Qualifications:
  • Ten years of human resources and benefits experience.
  • User knowledge of PeopleSoft, PIMS, CEC, and MyCalPERS is preferred.
  • Ability to analyze and provide answers to complex questions or situations.
  • Excellent customer service skills and ability to communicate effectively in person, over the phone, and by email.
  • Able to present in person and virtually and create informational tools (PowerPoint, flyers, invitations, etc.).

Compensation and Benefits:

Anticipated Hiring Range: $4,170 - $5,017 Per Month

Classification Salary Range: $ 4,170 - $ 7,545 Per Month

The salary offered will take into account internal equity and experience among other factors.

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 14 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information:

Work status: Full-time/Exempt/Probationary

Academic year schedule: Monday through Friday (8:00 am - 5:00 pm), some evenings/weekends.

Summer schedule: Monday through Thursday (7:00 am - 5:30 pm), some evenings/weekends.

As of January 1, 2022, the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.

The application deadline is open until filled; however, the position may close when an adequate number of qualified applications are received.

California State University, San Bernardino in not a sponsoring agency for staff or management positions (i.e. H1-B Visas).

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

Mandated Reporter

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.


CSUSB hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. See Form I-9 Acceptable Documents at

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096) For more information about Diversity & Inclusion at CSUSB, please visit

Closing Statement:

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact Nora Jean Fernandez, ADA Manager at


CSUSB is a smoke and tobacco-free campus. See policy at

Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at:

To view full description and to apply, visit:


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