BENEFITS ANALYST 4 - Retirement Readiness (RASC)

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Job ID

81865

Location

Oakland

Full / Part Time

Full Time

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UC OFFICE OF THE PRESIDENT

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Department Overview

The Retirement Administration Service Center (RASC) counsels members of the University as they transition into retirement and provide long-term pension and retirement health benefits support.

Position Summary

The Benefits Analyst 4 manages complex retirement and pension cases, ensuring compliance with policies, procedures, and regulatory requirements. This role requires strong analytical skills, judgment, and the ability to resolve non-standard issues with minimal guidance. The BA4 provides subject matter expertise, supports process improvements, and serves as a resource and mentor to analysts. Please note this is a hybrid position with three days a week on site in Oakland, CA.

Key Responsibilities

20% Independently manages and resolves the most complex and escalated retirement and pension cases requiring advanced judgment and subject matter expertise.

20% Subject matter expert regarding retirement, survivor / beneficiary, insurance, and disability benefits. Provides in-depth counseling to members, campuses, and internal partners on retirement policies, procedures, and benefit entitlements.

20% Serves as a liaison with Policy, UCPath, campuses, and Benefit Accounting to resolve cross-functional issues and ensure consistent application of retirement rules. Leads and contributes to audits, compliance reviews, and regulatory reporting, identifying risks and recommending corrective actions.

15% Develops, documents, and improves processes to enhance efficiency, accuracy, and compliance across retirement operations.

15% Serves as a mentor and trainer for Benefits Analysts 2 and 3, providing guidance and expertise in handling complex cases.

10% Advises leadership on emerging issues, policy gaps, and opportunities for operational improvements. Participates in cross-departmental projects and initiatives that shape retirement service delivery.

Skills and Abilities

Required Qualifications

7 years expert-level knowledge of retirement and pension benefits administration, including defined benefit plans and advanced eligibility rules. Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues. Requires extensive knowledge of UCRP plan rules and regulations.

Requires extensive knowledge of UCRP plan rules and regulations. Strong ability to interpret and apply policies, procedures, and regulatory requirements (e.g., ERISA, IRS, UC policies).

Advanced skills in payroll, calculations, Excel, compliance, and audit. Strong analytical and problem-solving skills, with the ability to identify systemic issues and propose strategic solutions.

Demonstrated advanced writing, speaking and group presentation skills in order to present complex information in a clear and concise manner to multiple levels in the organization.

Ability to mentor, coach, and develop analysts at multiple levels. Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues.

Preferred Qualifications

Knowledge of Lean Six Sigma principles and how to apply them. Proven ability to lead process improvement initiatives and drive operational excellence.

Education

Required Qualifications

Bachelor's degree in related area and / or equivalent experience / training

Job Title

Benefits Analyst 4

Job Code

007721

Salary Grade

Grade 23

Payscale : $115,000 - $130,200

The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.

Benefits : For information on the comprehensive benefits package offered by the University visit : Benefits of Belonging

ADDITIONAL INFORMATION

HOW TO APPLY

Please be prepared to attach a cover letter and resume with your application.

APPLICATION REVIEW DATE

The first review date for this job is November 17, 2025 .

CONDITIONS OF EMPLOYMENT

Background Check Process : Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment : The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs , as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer.

• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer .

UC Sexual Violence and Sexual Harassment Policy

EEO STATEMENT

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

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