Tentative Classification Standards issued by the Division of Classification & Compensation are shared with the operating agencies of State government for their consideration and comment. Accordingly, this document that you are viewing is subject to change and will be issued in final form at the completion of the review period.


                                                                                                                      Occ. Code 0134210












New York State Department of Civil Service

Classification Standard


            Teachers Retirement Examiners determine membership eligibility and calculate benefit amounts paid to Teachers Retirement System members and claimants. Positions are located at the New York State Teachers Retirement System.




            TEACHERS RETIREMENT EXAMINER 1: entry level; performs various tasks related to the processing and maintenance of memberships and claims under the Teachers Retirement System. 


            TEACHERS RETIREMENT EXAMINER 2: first supervisory level; oversees the activities of a section of Teachers Retirement Examiners 1.   


            TEACHERS RETIREMENT EXAMINER 3: second supervisory level; supervises a unit of lower level Teachers Retirement Examiners 1 or 2 and clerical/support staff.


            TEACHERS RETIREMENT EXAMINER 4: manages the overall activities of a unit.




            Employees Retirement System Examiners perform a variety of tasks related to the processing and maintenance of member and employer applications and data in the New York State and Local Retirement Systems.


            Retirement Systems Information Representatives disseminate retirement information to individual members of the New York State and Local Retirement Systems and the New York State Teachers Retirement System (NYSTRS), their beneficiaries, their employers, and the employee or retirement organizations that represent their interests. 




            TEACHERS RETIREMENT EXAMINER 1: under the supervision of a higher level examiner, reviews applications to determine eligibility for retirement, disability, and death benefits; ensures all necessary documentation is provided when reviewing applications and benefits; calculates amount of benefits due to claimant including determining years of service and final average salary, prepares vouchers for payment of benefits, and notifies claimants of determinations; corresponds with local or State agencies, school administrators, physicians, members, and attorneys to clarify questions of eligibility or to request salary or employment information; advises members, by telephone or other media, of other retirement plans and advises new members of right to transfer, purchase of prior service, and available alternatives if offered the opportunity to join the system; may perform on-site interviews with members and explains retirement options, prior service, transfers, loans, and other available benefits; performs on-the-spot benefit estimates for members for the various options based on information in members files and additional information gathered during interviews; applies appropriate sections of laws, policies, and procedures governing the operation of the Teachers Retirement System; and may train and supervise Calculations Clerks and other lower-level clerical staff.


            TEACHERS RETIREMENT EXAMINER 2: supervises and trains Teachers Retirement Examiners 1 and clerical staff; monitors and evaluates a sections work productivity; implements new operating procedures; monitors the processing of the Retirement Report form QTR-78 through reviewing the salary data used to determine a retirees final benefit to ensure the figures coincide with system rules and regulations and the laws that govern members benefits; approves the salary that will be used in the retirees final benefit calculation and updates the salary to the computer for billing, service credit, and final average salary purposes; reviews the salary data and employment agreement for administrators and superintendents; responds to questions from teachers, administrators, school business offices, and department staff regarding the laws governing termination pay; assists with the editing and processing of semi-annual reports from school districts and college; utilizes knowledge of laws, rules, and regulations sections 5000-5015 and 5020-5021, legal opinions, and written procedures of the New York State Teachers Retirement System; and performs office records maintenance tasks.   


            TEACHERS RETIREMENT EXAMINER 3: supervises and coordinates the work of Teachers Retirement Examiners 1 and 2; oversees a section and participates in the selection and training of new staff; maintains a sections work and overall productivity through analyzing and evaluating workload statistics and providing technical direction; conducts seminars to train and assist personnel in the specific application of laws, rules, and regulations; establishes workload priorities by assigning and reassigning cases based on complexity and deadlines; coordinates the flow of information from other sections; and identifies and seeks resolution of legal and administrative issues with appropriate higher level management and staff. 


            TEACHERS RETIREMENT EXAMINER 4: establishes overall unit workload priorities; reviews the work of lower level Teachers Retirement Examiners; forecasts sections human resource and equipment needs in preparation for the annual department operating budget; provides statistical reports to management, other departments, the Retirement Board, and Board subcommittees; reviews and interprets reports to analyze the workload and work flow of the section; recruits, hires, and trains new staff; meets with staff to discuss and resolve operational problems; reviews and conducts impact analyses on proposed legislation; implements and recommends administrative procedures and policies as a result of new legislation and discusses procedural changes with staff;  recommends amendments to existing legislation when necessary; directly communicates and performs consultations with members and retirees regarding benefit issues and investigates difficult or sensitive member complaints and concerns; consults with appropriate departments for additional expertise or advice as necessary; presents seminars and workshops to various school districts and to groups of educators on legislative changes and related topics; develops and presents instructional classes for staff on their roles within the larger department; assists in planning and developing the Systems employee manual; and maintains uniform and consistent work methodology in the various units by supervising the writing, maintenance, and enforcement of departmental procedure and policy.






Promotion:  one year of service in a position allocated to Grade 9 or higher at the New York State Teachers Retirement System.


Open Competitive:  two years of experience performing at least one of the following tasks: reconciling accounts, calculating payments, collecting and analyzing statistics and information, or explaining policy or benefit information to the public; or either 60 semester college credit hours or an associates degree; or 30 semester college credit hours and one year of the experience described above.




Promotion:  one year of service in a position allocated to Grade 11 or higher at the New York State Teachers Retirement System.




Promotion:  one year of service in a position allocated to Grade 14 or higher at the New York State Teachers Retirement System.




Promotion:  one year of service in a position allocated to Grade 18 or higher at the New York State Teachers Retirement System.


Date:  4/12



NOTE: Classification Standards illustrate the nature, extent and scope of duties and responsibilities of the classes they describe. Standards cannot and do not include all of the work that might be appropriately performed by a class. The minimum qualifications above are those which were required for appointment at the time the Classification Standard was written. Please contact the Division of Staffing Services for current information on minimum qualification requirements for appointment or examination.