Retirement Officer

Job description

Posting Details

Job TitleRetirement OfficerRequisition NumberRE24924Working TitleDepartment Name3J521:Employee BenefitsWork LocationLexington, KYGrade Level42Salary Range$16.49-26.38/hourType of PositionStaffPosition Time Status Full-TimeRequired Education


Click here for more information about equivalencies: Related Experience

1 yr

Required License/Registration/Certification


Physical Requirements

Regularly sitting at computer workstation for extended periods; occasionally lifting, pushing, and/or pulling objects up to 50lbs; and occasional job travel.


8:00 a.m. – 5:00 p.m.; Monday-Friday; and additional hours as required.

Job Summary

This position enrolls eligible employees into the retirement plan. In addition, calculations of the maximum exclusion allowance for tax-sheltering are performed by the retirement officer. Customer service is provided to counsel employees nearing retirement on retirement issues and those who are high salary earners.

IEBC (Internal Employee Being Considered).

Skills / Knowledge / Abilities

Strong financial skills.

Does this position have supervisory responsibilities? NoPreferred Education/Experience

Two years experience preferred.

Deadline to Apply10/22/2020University Community of Inclusion

The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.

As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

  1. * How many years of paid work experience do you have in which you had responsibility for overseeing employee retirement plans?
    • None
    • More than 0, up through 3 years
    • More than 3 years, up through 5 years
    • More than 5 years, up through 10 years
    • More than 10 years
  2. * Which best represents your experience in accounting and/or finance?
    • None
    • More than 0, up through 1 year
    • More than 1 year, up through 3 years
    • More than 3 years, up through 5 years
    • More than 5 years
  3. * Please describe your experience counseling on benefit plans or in any other financial counseling scenario.

    (Open Ended Question)

  4. * How many years of experience do you have administering retirement in payroll systems, such as SAP?
    • None
    • More than 0, up through 2 years
    • More than 2 years, up through 4 years
    • More than 4 years
  5. * Where did you first see this position advertised other than on UK's online employment system?
    • (Diverse Issues in Higher Education)
    • (Higher Education Recruitment Consortium)
    • A Colleague, Friend and/or Family Member
    • None of the Above
Applicant DocumentsRequired Documents
  1. Resume
  2. Cover Letter
Optional Documents




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    Job No:
    Posted: 10/13/2020
    Application Due: 10/23/2020
    Work Type: