Working/Functional Title Retirement Analyst Position Summary IRS Compliance and/or Plan Monitoring – Audit, monitor, and communicate IRS retirement limits in a multiple plan/multiple vendor environment; Data extraction, management and analysis using Query Manager to ensure plan compliance. Counseling – Counsel and assist departments, HR units, faculty, staff and retirees on complex retirement, benefit, and financial issues. University Retirement – Administer retirement requests from employees including: eligibility, payroll instructions, department guidance, counseling on benefits, etc. Processing – Review, approve and process retirement/benefit transactions including: Medicare validation, retirement loans, retirement plan eligib
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