• 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.