Retirement Coordinator

Position Summary: 

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.

• 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

• 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
• Experience interpreting policies, analyzing complex issues, and providing customer-focused consultation is preferred.
• This position typically performs work under minimal supervision, possesses comprehensive knowledge of retirement-related subject matter

• May provide leadership, mentoring, or functional oversight to other employees

   

• Degree Equivalency Clause: Four years of direct experience for a bachelor’s degree.
  • Senate Bill 1310- The Florida Senate (https://www.flsenate.gov/Session/Bill/2023/1310) is conditional upon meeting all employment eligibility requirements in the U.S.
  • SB 1310: Substitution of Work Experience for Postsecondary Education Requirements
  • A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed:
  • (a) Two years of direct experience for an associate degree;
  • (b) Four years of direct experience for a bachelor’s degree;
  • (c) Six years of direct experience for a master’s degree;
  • (d) Seven years of direct experience for a professional degree; or
  • (e) Nine years of direct experience for a doctoral degree
  • Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment.
  • Minimum Qualifications that require a high school diploma are exempt from SB 1310.

The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg and USF Health. In 2025, U.S. News & World Report recognized USF with its highest overall ranking in university history, as a top 50 public university for the seventh consecutive year and as one of the top 15 best values among all public universities in the nation. U.S. News also ranks the USF Health Morsani College of Medicine in the highest tier, placing it as one of the top 16 medical schools in the nation and inside the top 10 among public universities. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $750 million in research funding in 2025 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of nearly $10 billion for the state of Florida. USF’s Division I athletics teams compete in the American Conference. Learn more at www.usf.edu.