Junior Benefits Analyst – QDRO

Role Overview

• Process and evaluate draft and court-executed domestic relations orders (DROs) to ensure compliance with ERISA, Internal Revenue Code, and client plan requirements for 401(k), Profit Sharing, Defined Benefit Pension Plans, and other retirement plans
• Respond to correspondence and legal documents from plan participants, former spouses, attorneys, and QDRO specialists with customized or system-generated letters
• Perform complex earnings and loss calculations on retirement plans for segregation of spousal awards
• Provide expert customer service support to plan participants, dependents, retirees, attorneys, and child support agencies regarding benefit program requirements and provisions
• Maintain current knowledge of IRS and DOL requirements related to domestic relations matters and plan guidelines
• Verify proper authorization forms are on file before releasing benefit-related information
• Establish and maintain accurate database records, monitor system-generated reports and ticklers, and ensure all correspondence and actions are properly documented
• Maintain confidentiality and ensure plan information is not released inappropriately; handle sensitive calls professionally while maintaining neutrality
• Interface daily with client contacts and third-party administrators to gather participant information, place account restrictions, and communicate qualified court order terms
• Discuss and confirm plan provisions and policy information for escalated cases
• Consistently meet all departmental productivity and accuracy standards
• Support special projects and duties essential to department operations

Requirements

• Bachelor's degree in business, human resources, or related field, OR equivalent relevant professional experience
• Minimum 1 year of experience in benefits administration, retirement administration, or related field
• Excellent written and verbal communication skills with the ability to explain complex information clearly
• Strong time management skills and proven ability to manage multiple assignments simultaneously
• Ability to thrive in a fast-paced environment while demonstrating initiative and independence
• Intermediate proficiency in Microsoft Word and Excel
• High attention to detail and commitment to accuracy
• Strong analytical and problem-solving skills
• Ability to maintain strict confidentiality and handle sensitive information
• Customer service orientation with professional demeanor
• Adaptability and sound judgment in handling emotional or complex situations
• Working knowledge of HIPAA, ERISA, DOL, and IRS regulations as they relate to domestic relations matters and plan guidelines (great-to-haves)
• Experience with QDRO (Qualified Domestic Relations Order) processing and review (great-to-haves)
• Proficiency in Microsoft Access or database management systems (great-to-haves)
• Experience working with third-party administrators or in a client-facing role (great-to-haves)
• Familiarity with defined benefit and defined contribution plan structures (great-to-haves)
• Background in legal document review or paralegal experience (great-to-haves)
• Previous experience in a high-volume processing environment (great-to-haves)

Benefits

• Comprehensive total rewards package highlighting competitive salary and bonus structures
• Minimum 3 weeks of vacation
• Flexible benefits plan to meet the needs of you and your family
• Flexibility to work in-office, virtually or a combination of both
• Generous company matched 401K
• Opportunity to give back to communities in which we work, live and serve
• Career growth and learning & development opportunities to develop your skills
• And much more…