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Role Description

As a Benefits Analyst, you will perform the tasks which are part of the QDRO Administration services, which includes reviewing incoming paperwork and processing requests as per the defined procedures in the administrative system, along with responding to the associated parties.

• 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

Qualifications

• Bachelor's degree in business, human resources, or related field, OR equivalent relevant professional experience
• Minimum 2 years 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

Requirements

• 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

Benefits

• Working knowledge of HIPAA, ERISA, DOL, and IRS regulations as they relate to domestic relations matters and plan guidelines
• Experience with QDRO (Qualified Domestic Relations Order) processing and review
• Proficiency in Microsoft Access or database management systems
• Experience working with third-party administrators or in a client-facing role
• Familiarity with defined benefit and defined contribution plan structures
• Background in legal document review or paralegal experience
• Previous experience in a high-volume processing environment