Retirement Coordinator

University of South Florida•Tampa, FL

2d•Onsite

About The Position

The Retirement Coordinator monitors retirement eligibility, enrollment, and deduction accuracy; identifies discrepancies; determines appropriate corrections; and coordinates with stakeholders to ensure adjustments are processed, reconciled, and reported accurately. The Retirement Coordinator develops and delivers retirement communications and training, maintains accurate retirement-related benefits information, audits and corrective actions, participates in systems testing and implementation activities, and serves as a key resource for process improvements that support HR leadership.

Requirements

Bachelor's degree and four (4) to six (6) years of progressively responsible experience in retirement administration, benefits administration, human resources, or related field.
Or an equivalent combination of education, training, and experience
This position typically performs work under minimal supervision, possesses comprehensive knowledge of retirement-related subject matter

Nice To Haves

Experience interpreting policies, analyzing complex issues, and providing customer-focused consultation is preferred.
May provide leadership, mentoring, or functional oversight to other employees

Responsibilities

Administers and coordinates day-to-day operations of university retirement programs, including participant enrollments, retirement elections, distributions, plan changes, and other retirement-related transactions
Serves as a subject matter resource for employees, retirees, and departments regarding retirement plan options, eligibility requirements, timelines, policies, procedures, and available retirement resources
Conducts retirement counseling and educational sessions for employees regarding retirement plan participation, retirement readiness, and available retirement benefits
Researches and resolves complex retirement-related issues by collaborating with employees, retirement plan vendors, Payroll, Human Resources, state agencies, and other stakeholders
Reviews, audits, and reconciles retirement-related data and transactions to ensure accuracy, compliance, and timely processing
Assists with retirement program compliance activities, operational reviews, reporting requirements, and internal controls to support adherence to applicable federal, state, and university regulations
Coordinates communications, workshops, educational materials, and outreach initiatives related to retirement programs and retirement planning
Analyzes retirement processes and recommends operational improvements that enhance service delivery, efficiency, compliance, and participant experience
Maintains accurate retirement records and documentation in university systems and databases
Prepares reports, metrics, and supporting documents related to retirement program participation, trends, audits, and operational activities
Provides guidance, training, mentoring, and work direction to support staff and team members; may serve as a lead worker on special projects
Supports retirement program transitions, vendor implementations, system enhancements, and special assignments as needed