Benefits Analyst – QDRO
TELUS
full-time
Posted on:
Location Type: Remote
Location: Massachusetts • United States
Visit company websiteExplore more
About the role
- 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 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
benefits administrationretirement administrationearnings calculationsloss calculationscompliance with ERISAcompliance with Internal Revenue Codesegregation of spousal awardsdatabase managementdocumentationcustomer service
Soft skills
written communicationverbal communicationtime managementinitiativeindependencemultitaskingprofessionalismneutralityproblem-solvingattention to detail