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Retirement Services Analyst

Sacramento County Employees' Retirement System (SCERS)

in Sacramento CA

Logo for Sacramento County Employees' Retirement System (SCERS)

Exam No: 29274-B Closing Date: October 07, 2021
$40.29 - $48.97 Hour   $7,010.46 - $8,520.78 Monthly   $84,125.52 - $102,249.36 Annually

This is a limited continuous filing exam. Next filing cut-off is at 5:00 pm on:

8/26/2021, 9/16/2021, 10/7/2021 (final)

Under general direction, the Retirement Services Analyst assists with developing and implementing procedures related to the processing of service retirement and disability retirement benefit applications, death benefits, separation benefits, and purchasable service requests with the Sacramento County Employees' Retirement System (SCERS); serves as lead with respect to developing and presenting a variety of in-service training modules on retirement benefit issues and related topics to SCERS' staff; assists the Retirement Services Manager or independently conducts training to County departments and special districts on retirement benefit matters; serves as technical advisor to Retirement Services Supervisors and staff; and serves in the absence of the Retirement Services Manager.


Knowledge of

  • Principles and practices of supervision, discipline, leadership, mentoring and training
  • Team dynamics and team building
  • Principles and practices of customer service
  • Principles of public sector defined benefit retirement plans, including a variety of benefits calculation methods within qualified retirement plans
  • Federal, state, and local retirement codes/laws affecting pension benefits
  • County Employee Retirement Law of 1937
  • Office procedures, methods and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment
  • Pension and payroll systems and processes
  • Principles of presentation development; methods of presenting training material to groups
  • Techniques for interviewing, counseling, instructing, and facilitating group discussions
  • Principles and practices of effective supervision including employee selection and grievance and disciplinary procedures

Ability to

  • Select, supervise, train, and evaluate staff
  • Plan, coordinate, assign and review the work of subordinate staff
  • Investigate and resolve disciplinary issues
  • Communicate clearly and effectively, both verbally and in writing, with subordinates, peers, members, and the public
  • Interpret and apply applicable federal, state and local laws, codes, and regulations
  • Interpret and apply provisions of contracts, ordinances, negotiated agreements, and other regulations or policies relating to retirement benefits and issues
  • Use information systems as a tool in the performance of retirement services assignments
  • Identify and describe problems related to procedures and retirement benefits
  • Analyze, compare, prioritize, and evaluate complex benefit and membership data
  • Develop and evaluate alternative solutions, and identify consequences of decision and recommendations
  • Assist with the development and implementation of policies and procedures to ensure compliance with statues, legislation, and regulations
  • Effectively develop and present training materials on retirement benefits before large and small groups
  • Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met
  • Learn and apply County personnel procedures and rules
  • Learn, apply and ensure adherence to department policies and procedures
  • Understand the purpose and organization of the SCERS Benefit Services Division
  • Manage a variety of special projects
  • Work under pressure and deal with emotional and/or confrontational situations
  • Operate a variety of office equipment, such as computers, scanners, copiers, faxes, etc.
  • Develop and maintain cooperative , effective working relationships with others


Minimum Qualifications
Either: 1. Two years of full-time paid experience employed by the County of Sacramento in the class of Retirement Services Supervisor.

Or: 2a. Two years of supervisory experience that includes increasingly difficult and highly technical administrative duties providing retirement counseling services and the calculation of retirement benefits in a public retirement system.


2b. A Bachelor's Degree or higher from an accredited college or university in business administration, finance, economics, human resources/personnel administration, accounting, public administration or closely related field.

Note: Additional qualifying experience may substitute for the education required in pattern 2b on the basis of one year of experience is equal to 30 semester units or 45 quarter units. 

Note: If the word "experience" is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable.  Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements.

Note: If the minimum qualifications include an educational or certificate/license requirement, applicants must submit proof of requirements with the application. Failure to submit proof of requirements may result in disqualification from the examination. Unofficial transcripts are acceptable. For guidelines on submitting acceptable proof of educational requirements, please click here or speak to someone in our office before the cut-off date listed in this notice.

General Qualifications

Criminal History and Background Check: The County may access criminal history information on candidates who have accepted a conditional offer of appointment within this class consistent with the provisions of Board of Supervisors Resolution No. 82-602, Personnel Policies and Procedure B-5 and applicable federal and state law. The County shall not consider for employment any applicant who has been convicted of a felony or misdemeanor that relates to or impacts the candidate's ability to perform the job duties of this class unless it is determined that mitigating circumstances exist. For purposes of accessing criminal history information, the candidate will be fingerprinted. A subsequent arrest notification may be obtained.
The County may also conduct a background check on candidates prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history check, Social Security Number verification, professional license/registration verification, military service information and driving history. Information obtained in the course of this background check will be considered by the appointing authority in the selection process. In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act.

License Requirement: Some positions in this class require possession of a valid State of California Driver License, Class C or higher, at the time of appointment. Failure to obtain and maintain a valid California Driver License constitutes cause for personnel action in accordance with Civil Service Rule 11.4. Individuals who do not meet this requirement due to a disability will be reviewed on a case-by-case basis.

Probationary Period

The probationary period for this classification is six (6) months.

How to Apply



Qualified applicants are encouraged to apply immediately. All applicants must complete and submit an online County of Sacramento employment application by 5:00 PM on the posted cut-off date. Click here to apply.
County of Sacramento
Department of Personnel Services
Employment Services Division
700 H Street, Room 4667
Sacramento, CA 95814
Phone (916) 874-5593; 7-1-1 California Relay Service

Inter-Office Mail Code: 09-4667

  • Employment applications and all documentation requested in this announcement must be submitted by 5:00 p.m. on the cut-off date. 
  • Employment Services is not responsible for any issues or delays caused by an applicant's computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cut-off date.
  • Your application should highlight all relevant education, training, and experience, and clearly indicate how you meet the minimum qualifications for the position as of the cut-off date.
  • Application information must be current, concise and related to the requirements in this job announcement. You may only apply for this recruitment once. Duplicate and incomplete applications will be disqualified.
  • A resume may be included with your application, however it will not substitute for the information requested on the application.


Applicants are required to provide a full and complete response to each supplemental question. The Supplemental Questionnaire is located in the tab marked "Supplemental Questions". Please be descriptive in your response.
Note: Responses of "See Resume" or "See Application", or copy and paste of work experience are not qualifying responses and will not be considered.

  • Supplemental Questionnaires must be submitted by 5:00 p.m. on the cut-off date. Employment Services is not responsible for any issues or delays caused by an applicant's computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cut-off date.
  • The supplemental questions are designed to elicit specific information regarding a candidate's experience, education, and training. Responses should be consistent with the information on your application and are subject to verification.
  • Please provide place of employment, pertinent dates, and concise, descriptive and detailed information for each question.
  • If a job included responsibilities applicable to several questions, separate the different functions of the job to answer all the questions completely.
  • Resumes or referral to the application or other questionnaire responses will not be accepted in lieu of completing each question.
  • If you have no experience, write "no experience" for the appropriate question.
  • For many individuals, it is more efficient to develop responses to the supplemental questions in a word processing document and then paste them into the final document to be submitted. Changes or corrections to your Supplemental Questionnaire cannot be made once your application packet has been submitted.
  • If the Supplemental Questionnaire is used in the Formula Rate exam, failure to complete all of the questions or incomplete responses will result in a lower score. While scoring the Supplemental Questionnaire, the candidate's application and/or attachments will not be reviewed, therefore, a candidate's responses to the questions should be accurate, thorough, detailed, and complete.


All candidates meeting the minimum qualifications by the cut-off date will have their Supplemental Questionnaire scored in the Formula Rate Examination.
This examination will evaluate the relevance, level, recency, progression and quality of candidate's education, training and experience. The candidate's application or other materials will not be included in this examination. Therefore, the candidate's responses to the supplemental questionnaire should be thorough, detailed and complete. The score from the Formula Rate Examination will determine the ranking on the eligible/employment list for this job.
All candidates competing in the testing process will receive written notice of their examination results by email. Notices can also be accessed in their inbox. Applicants achieving a passing score will be placed on the eligible list in rank order. The rank is determined by the test score attained from the examination.

Click here for Frequently Asked Questions (FAQ's)
For information regarding County jobs:

NOTE: This announcement is intended as a general descriptive recruitment guide and is subject to change. It does not constitute either an expressed or implied contract.

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