Merced CountyMerced 95348
Full Time

ESSENTIAL FUNCTIONS• Communicate effectively with others in person and over the telephone.• Operate a personal computer and other office equipment, including repetitive hand and arm motions.

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Assistant Plan Administrator

Merced County
Full Time 3199 M St, Merced, CA 95348, United States


This recruitment is being established on behalf of MercedCERA for an Assistant Plan Administrator.  This position is at will and appointed by the MercedCERA Retirement Board while remaining eligible for Merced County benefits.

Under administrative direction of the Plan Administrator, assists with the overall management and direction of the Merced County Employees’ Retirement Association (MercedCERA) ensures that strategic direction and internal systems, operations, staff and functions are in accordance with the policies and regulations established by Federal and State statutes, and the Board of Retirement; provides highly complex staff assistance to the Plan Administrator; performs the duties of the Plan Administrator in the Administrator's absence; and performs related duties as required.

The Assistant Plan Administrator is a single position senior management class that assists the Plan Administrator to direct the day-to-day functions of the Retirement Department. Successful performance of the work requires a specialized knowledge of the 1937 (California) County Employees Retirement Act, retiree benefit administration, public accounting and investment principles for a 1937 Act system, proven ability to manage a complex organization, and applicable State, Federal and local regulations. Work requires a high degree of technical knowledge, initiative, sound business judgment, and the ability to make sound independent decisions in recommending, implementing, and administering departmental policy procedures.

The Assistant Plan Administrator is distinguished from the Retirement Fiscal Manager (Benefits and Fiscal) by the latter's management of retirement benefits services. 

Duties may include, but are not limited to, the following:

• Assists the Plan Administrator in managing and directing the operations and functions of the Merced County Employees' Retirement Association; keeps the Plan Administrator apprised of current activities.

• Assists in developing department goals and objectives; assists in the development of and implementation of policies and procedures.

• Plans, organizes, and directs Retirement Association activities including technological support systems, record retention, retiree benefit administration, fiscal management and customer service functions.

• Assists with the preparation and implementation of the MercedCERA budget; participates in the forecast of additional funds needed for staffing, equipment, materials and supplies; assists with the administration of the approved budget.

• Develops and implements MercedCERA work plan; assigns work activities, projects and programs; monitors work flow; reviews and evaluates work products, methods and procedures.

• Recommends the appointment of personnel; provides or coordinates staff training; conducts performance evaluations; implements discipline procedures as required; maintains discipline and high standards necessary for the efficient and professional operation of MercedCERA; assists with the implementation of departmental succession planning.

• Monitors and reviews pending and approved legislation, laws and regulations for the impact on MercedCERA operations.

• Establishes, implements and monitors internal control processes and procedures.

• Acts as an intermediary for the Plan Administrator in highly sensitive and critical matters.

• Acts as technical expert to member agencies, employees and retirees; responds to the more complex and sensitive questions; interprets County Employees’ Retirement Law (CERL) provisions to accurately respond to inquiries.

• Acts as a project manager for important and critical projects.

• Conducts and/or manages a variety of administrative, feasibility, analytical and performance studies related to existing practices, procedures, methods, programs, services; prepares clear and concise study findings and recommendations.

• Investigates and analyzes facts and relevant retirement laws and practices; prepares and presents reports and findings and conclusions.

• Builds and maintains positive working relationships with co-workers, MercedCERA employees, the Retirement Board, member agencies, retirees, and the public.

• Represents MercedCERA to outside groups and organizations; participates in outside community and professional groups and committees; provides technical assistance as necessary; makes presentations regarding MercedCERA programs at public meetings, administrative hearings and related functions.

Minimum Qualifications

Experience: At least six (6) years of management experience above journey level in retirement administration or any of the following; benefits and fiscal management, knowledge of investments, personnel and administrative analysis or accounting, auditing and budgeting. Four (4) years of this experience must have been in a full time supervisory capacity.

Education: A graduate degree in Human Resources, Public Administration or Business Administration. (Additional qualifying experience may be substituted for the required education on a year-for-year basis).

Essential Functions


• Communicate effectively with others in person and over the telephone.

• Operate a personal computer and other office equipment, including repetitive hand and arm motions.

• Analyze data, interpret policies and laws, procedures and regulations, and develop appropriate conclusions.

• Meet deadlines under stressful conditions; complete multiple priority projects with conflicting deadlines.

• Resolve conflicts and respond appropriately to inquiries and complaints.

• Establish, implement and achieve goals and objectives; Train, evaluate and supervise managers.

• Maintain confidential information in accordance with legal standards and/or County regulations.

• Represent MercedCERA; conduct presentations.

• Administer a budget, personnel and programs; Assure compliance with funding.

• Frequent use of depth perception, peripheral vision and color perception.

• Frequently lift, carry, reach, push, pull, twist and manipulate large and small objects.

• Frequent use of hand-eye coordination; Normal dexterity, frequent holding and grasping.

• Occasionally lift and carry up to 40 pounds.

• Regular attendance is an essential function.


• Principles and practices of retirement benefit administration, public accounting and investment principles for a 1937 Act system.

• Administrative techniques, principles, practices and the problems associated with governmental pension administration.

• Principles and practices of legislative review, relations and processes.

• Organization, function, and administrative structure of public retirement systems, including the role of the Retirement Board.

• Techniques of planning, performing and directing administrative, feasibility, analytical and performance studies.

• 1937 (California) County Employees Retirement Act, and other applicable State, Federal and local regulations.

• Principles and practices of policy development and implementing.

• Principles and practices of leadership, motivation, team building and conflict resolution.

• Data analysis and statistical sampling techniques.

• Governmental accounting principles and practices, including GASB.

• Information systems management.

• Principles and practices of business correspondence and report writing.

• Budgeting procedures and techniques.

• Principles and practices of organizational analysis and management.

• Principles and practices of supervision, training, and personnel management.

• Modem office procedures, methods and computer equipment.


• Plan, organize, direct, manage, and coordinate the operations, functions, and programs of a 1937 Act County Pension System.

• Set direction and vision for Association.

• Provide direction, supervision, training, development, and work evaluation for all staff.

• Develop budgets and control expenditures.

• Review the work of staff and resolve a variety of complex problems.

• Insure proper implementation of legislation, pension system updates, and litigation.

• Be responsible for the development, maintenance, and implementation of Association statistics, records, reports and projects.

• Coordinate operations, functions, and services with employers or government agencies.

• Effectively represent the Merced County Employee Retirement Association in contacts with the public, employers, peers, attorneys, and other government agencies.

• Establish and maintain cooperative working relationships with those contacted during the course of work.

• Provide direction and communicate effectively with all levels of staff.

• Work cooperatively with the Board of Retirement, Plan Administrator and other managers and vendors to develop agency policy and direction.