Retirement Policy Analyst

Requisition No: 756286

Agency: Management Services

Working Title: RETIREMENT POLICY ANALYST – 72002482

Position Number: 72002482

Salary: $46,668.18

Posting 10/26/2022

Retirement Policy Analyst
Division of Retirement
State of Florida Department of Management Services
This position is located in Tallahassee, FL

Our Organization and Mission:
The Department of Management Services (DMS) is a customer-oriented agency responsible for managing the various business and workforce-related functions of state government. Under the direction of Governor Ron DeSantis and the DMS Executive Leadership Team, the agency oversees the real estate, procurement, human resources, group insurance, retirement, technology, telecommunications, private prisons, fleet, and federal property assistance programs utilized throughout Florida’s state government. It is against this backdrop that DMS strives to demonstrate its mission, “We serve those who serve Florida.” Under the leadership of DMS Secretary Pedro Allende, DMS employees embody four pillars on a daily basis: lead by example, serve with excellence, create efficiencies, and challenge the status quo.

Division of Retirement:
The mission of the Division of Retirement is to deliver a high quality, innovative, and cost-effective retirement system to Florida Retirement System (FRS) pension plan members and their employers, so FRS members can plan for their financial future. The FRS is the fourth-largest public state retirement system in the nation, one that is comprised of more than one million active and retired employees. We strive to exceed our customer’s expectations by providing accurate and timely information to assist customers in making informed retirement decisions… that’s where you come in!

The Work You Will Do:
As a Retirement Policy Analyst, you will analyze and track proposed legislation for the FRS and other state-administered retirement systems, develops, write, and maintain administrative rules for the FRS and other state-administered retirement systems, review informational and education materials, and other critical duties.

The Difference You Will Make:
You will be an integral part of the retirement team by helping to fulfill the division’s mission of providing accurate and timely information through our print and publications, and our external and internal websites.

How You Will Grow:
DMS encourages its employees to constantly innovate and seek efficiencies. Our four pillars are expectations for all our workforce, and you will be expected to model these as a leader. We believe in supporting and encouraging you as you take on important and often complex projects while offering you the opportunity to gain valuable experience quickly.

The Benefits of Working for the State of Florida:
State of Florida employees enjoy top tier benefits offerings including comprehensive health coverage to meet the needs of you and your family while maintaining low deductibles and low monthly out of pocket contributions. State employees also enjoy the option of selecting between two retirement options, including the FRS Pension Plan and the FRS Investment Plan. As an additional benefit, state employment affords you the opportunity to take part in the tuition waiver program within the state university and community college systems. For a more complete list of benefits, please click https://www.mybenefits.myflorida.com/.

Your Specific Responsibilities:
Specific key responsibilities include, but are not limited to, the following:

Analyzes and tracks proposed legislation for the Florida Retirement System and other state-administered retirement systems. This includes post-session questions and answers for implementation of enacted legislation and implementation tracking for the division and the department.

Develops, writes, and maintains administrative rules for the Florida Retirement System and other state-administered retirement systems. This includes studying, researching, analyzing, and writing the proposed rules, forms development, preparing the rule package for adoption through public hearing, and once adopted, conducting continual review of rules to preserve their consistency with changing needs, trends, and laws. The following plans and systems are included in this responsibility:

• Chapter 121, Florida Statutes. Florida Retirement System: Regular Class; Special Risk Class; Special Risk Administrative Support Class; Elected Officers’ Class; Senior Management Service Class; Preservation of Benefits Plan; Senior Management Service Optional Annuity Program; State University System Optional Retirement Program; and Institute of Food and Agricultural Sciences Supplemental Retirement Act.
• Cost-of-Living Adjustments; In-Line-of-Duty Presumption; State Officers’ & Employees’ Non-Contributory Retirement Benefits; Supplemental Benefits & Minimum Benefit Provisions; Retiree Health Insurance Subsidy; State & County Officers’ & Employees’ Retirement System; Teachers’ Retirement System; National Guard Retirement; andSocial Security for Public Employees.

Reviews Division of Retirement informational and education materials, such as summary plan descriptions, brochures, bulletins, newsletters, the annual report, the employer handbook, the public website and Florida Retirement System Online for compliance with current laws and rules. Provides direction and guidance to state and local agencies in implementing and administering retirement legislation, rules, and policy. Handles correspondence and telephone inquiries.

Prepares analyses of policy proposals and supporting briefing documents with proposed legislative changes needed to be implemented. Serves as liaison with other sections/bureaus on cross-functional issues. Monitors and assesses impact of retirement-related federal legislation, rules and programs of the Florida Retirement System and recommends appropriate action. Reviews current national retirement and pension trends and issues and evaluates their feasibility and applicability.

Knowledge, Skills, and Abilities:

• Knowledge of the principles and techniques of effective communication.
• Knowledge of the methods of data collection and analysis.
• Knowledge of basic management principles and practices.
• Ability to review data for accuracy, identify errors and take corrective action.
• Ability to collect, evaluate, analyze, and verify data relating to benefit plans.
• Ability to understand and apply applicable rules, regulations, policies, and procedures relating to benefit plans.
• Ability to train others.
• Ability to organize data into logical format.
• Ability to utilize problem-solving techniques.
• Ability to work independently.
• Ability to plan, organize and coordinate work assignments.
• Ability to communicate effectively verbally and in writing.
• Ability to establish and maintain effective working relationships with others.
• Ability to direct and coordinate the planning and implementation of operational and program reviews and program monitoring activities.
• Ability to prioritize workload.
• Ability to develop various reports.
• Ability to design, develop and implement research models.
• Ability to manage a benefit services program.
• Ability to assess budgetary needs.
• Ability to formulate policies and procedures.
• Ability to use PC for various automated applications.
• Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.

Minimum Qualifications:
A bachelor’s degree and two (2) years of professional experience in the area of business, benefit, retirement, insurance or social security administration. Professional experience in any combination of the areas described can substitute on a year-for-year basis for the required college education.

Preferred Experience:
Although not required, some nice-to-haves include:

• One (1) year experience with technical or business writing conveying complex subject matter in a manner easily understood by a reader unfamiliar with the subject.
• Experience developing, writing, and maintaining state government statues and administrative rules.

Special Notes:
DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience and transferrable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following provided email addresses:
[email protected]
[email protected]
An individual with a disability is qualified if he or she satisfies the skills, experience, and other job related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation.Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DMS Human Resources (HR) Office at (850) 488-2707. DMS requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
Successful completion of background screening will be required for this position.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

VETERANS’ PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans’ Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.