Job Code Pay Scale Group Pay Scale Type Bargaining Unit Civil Service or Non-Civil Service Last Executive Board Change Executive Board Change History
09581 12 ST A3 N 786-08 05/01/2022


JOB CODE: 09581

DEFINITION: This is responsible professional and managerial work overseeing the administration of the Pennsylvania Municipal Retirement System’s pension programs.

The employee in this job is responsible for overseeing the development and administration of retirement investment and pension plan programs for the Pennsylvania Municipal Retirement System in accordance with applicable laws and policies. Work involves developing and implementing policies and procedures to establish new and improve existing programs; overseeing client relations for existing and potential customers; monitoring pension processing activities for compliance with applicable laws, regulations, and policies; and ensuring program growth by promoting the retirement system to municipalities throughout the commonwealth. Work also involves assisting in the overall management of the agency’s accounting systems, claims processing, annuitant payment disbursements, and actuarial data collection. Work is performed with considerable independence, within guidelines established by the Secretary, and is reviewed through conferences and reports for attainment of goals and overall effectiveness.

EXAMPLES OF WORK: (NOTE: The examples of work are representative of the work, but every position classified to this job may not perform all examples of work listed. Conversely, this is not an all-inclusive list of work examples.)

• Oversees pension program processing activities to ensure accurate, timely, and efficient allocation of retirement benefits.

• Monitors programs for compliance with relevant laws, regulations, policies, and plan documents.

• Drafts policies and procedures for review by the Secretary and consideration of the retirement board.

• Assists municipalities in developing sound administrative practices to ensure understanding and compliance with various pension administration processes.

• Develops and implements effective strategies to generate new business.

• Develops promotional literature and materials for distribution to municipalities explaining benefits and encouraging participation in the retirement system.

• Advises the Secretary and executive staff of potential issues and formulates ways to mitigate risks.

• Implements and maintains processes to ensure data accuracy.

• Manages the design and implementation of effective communication strategies for stakeholders to ensure an understanding of business processes.

• Attends public appearances with governing bodies of various municipalities to answer questions concerning the system, explain benefits, encourage new participation, and maintain relationships with existing members.

• Represents the Secretary at designated meetings, presentations, and functions.

• Prepares detailed reports of promotional activities and strategies.

• Serves as the primary liaison for external service providers related to the retirement programs and other organizations affiliated with existing and potential clients.

• Performs the full range of supervisory duties.

• The employee in this job may participate in the performance of subordinates' work consistent with operational or organizational requirements.

• Performs related work as required.


• Knowledge of accepted principles, practices, and strategies in the field of retirement systems.

• Knowledge of the principles and practices of accounting and business management.

• Knowledge of actuarial science and its application to retirement systems.

• Knowledge of investment management and marketing.

• Knowledge of the principles and practices of employee supervision.

• Ability to read and interpret written information.

• Ability to communicate effectively orally.

• Ability to communicate effectively in writing.

• Ability to establish and maintain effective working relationships.

FULL PERFORMANCE KNOWLEDGES, SKILLS, AND ABILITIES: (NOTE: These are expected of an employee performing the work of this job at the full performance level. These are not used for merit system evaluation or examination purposes and are not position-specific performance standards.)

• Knowledge of agency programs and projects.

• Ability to evaluate programs and identify problems, devise solutions, and develop consensus among competing interests.

• Ability to develop and modify policies and apply them to retirement system programs and projects.

• Ability to plan and direct the work of others.

MINIMUM EXPERIENCE AND TRAINING: (NOTE: Based on the Entry Level Knowledges, Skills, and Abilities)

• Three years of management experience including one year of accounting, budget development, or financial management work; experience in public or private retirement systems; and a bachelor's degree in accounting, business, economics, finance, or a related field;


• Two years of management experience in a public or private retirement system;


• An equivalent combination of experience and training.