H-1B Visa Retirement Plan Consultant Jobs
Retirement Plan Consultant roles qualify as H-1B specialty occupations because they require a bachelor's degree or higher in finance, accounting, business, or a related field. Large financial services firms, benefits administrators, and consulting firms regularly file H-1B petitions for this role and are active sponsors.
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Get Access To All JobsINTRODUCTION
This role is open to candidates located in the East (EST) or Central (CST) time zones. The Consultant is responsible for delivering high-quality, efficient service to both internal and external clients through strategic and day-to-day management of a designated group of accounts, consisting of, primarily or entirely, clients participating in or transitioning into one of our Pooled Employer Plans (PEPs). This includes maintaining a dedicated portfolio of core accounts and, when assigned, collaborating with an Account Specialist, Senior Consultant and/or Team Lead. The Consultant will continue to develop knowledge in retirement and investment, enhance consulting skills, and lead projects and client service teams for assigned clients. The role involves PEP transition management, supporting client design, and strategy needs with guidance from senior team members as required. Conversant in all aspects of client retirement plan and fiduciary process lifecycle and has an ability to lead a client committee meeting.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES:
- Manage projects as an individual contributor, ensuring accuracy and completeness of own work
- Provide leadership on tasks with oversight, delivering well-vetted recommendations for team and client consideration
- Maintain Salesforce records for assigned accounts
- Request client materials from Centralized Services, following the required protocols
- Review meeting materials provided by Centralized Services to ensure accuracy
- Attend and lead client meetings, coordinating with recordkeepers in advance as necessary
- Handle follow-up responsibilities, including preparation of meeting minutes, implementation of fund changes, and execution of match calculations
- Oversee client projects such as RFPs, M&A activity, and plan consolidations
- Help facilitate transitions into our Pooled Employer Plan (PEP) solutions and be able to speak to the nuances of these solutions
- Support due diligence projects and strategic planning activities
- Seek oversight and assistance for complex tasks as needed
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license or ability to obtain within 90 days
- 3-5 years’ experience in professional services, preferably in investment services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail
- Proven ability to handle competing tasks, with ongoing development in efficient and effective time management
- Ability to collaborate effectively with internal team members
- Receptiveness to constructive feedback and a growth-oriented mindset
- Experience in managing overall client relationships
- Confidence and consultative skills in presenting quarterly client materials to clients
- Developing skills in business expansion and client engagement
INTRODUCTION
This role is open to candidates located in the East (EST) or Central (CST) time zones. The Consultant is responsible for delivering high-quality, efficient service to both internal and external clients through strategic and day-to-day management of a designated group of accounts, consisting of, primarily or entirely, clients participating in or transitioning into one of our Pooled Employer Plans (PEPs). This includes maintaining a dedicated portfolio of core accounts and, when assigned, collaborating with an Account Specialist, Senior Consultant and/or Team Lead. The Consultant will continue to develop knowledge in retirement and investment, enhance consulting skills, and lead projects and client service teams for assigned clients. The role involves PEP transition management, supporting client design, and strategy needs with guidance from senior team members as required. Conversant in all aspects of client retirement plan and fiduciary process lifecycle and has an ability to lead a client committee meeting.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES:
- Manage projects as an individual contributor, ensuring accuracy and completeness of own work
- Provide leadership on tasks with oversight, delivering well-vetted recommendations for team and client consideration
- Maintain Salesforce records for assigned accounts
- Request client materials from Centralized Services, following the required protocols
- Review meeting materials provided by Centralized Services to ensure accuracy
- Attend and lead client meetings, coordinating with recordkeepers in advance as necessary
- Handle follow-up responsibilities, including preparation of meeting minutes, implementation of fund changes, and execution of match calculations
- Oversee client projects such as RFPs, M&A activity, and plan consolidations
- Help facilitate transitions into our Pooled Employer Plan (PEP) solutions and be able to speak to the nuances of these solutions
- Support due diligence projects and strategic planning activities
- Seek oversight and assistance for complex tasks as needed
EXPERIENCE / QUALIFICATIONS
- B.A. or B.S. from an accredited university
- Series 65/66 license or ability to obtain within 90 days
- 3-5 years’ experience in professional services, preferably in investment services
- Exceptional verbal, written, and interpersonal communication skills for effective internal and external communication
- Strong organizational abilities with high attention to detail
- Proven ability to handle competing tasks, with ongoing development in efficient and effective time management
- Ability to collaborate effectively with internal team members
- Receptiveness to constructive feedback and a growth-oriented mindset
- Experience in managing overall client relationships
- Confidence and consultative skills in presenting quarterly client materials to clients
- Developing skills in business expansion and client engagement
See all 52+ Retirement Plan Consultant jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Retirement Plan Consultant
Map your degree to the role
USCIS requires your degree field to directly relate to retirement plan consulting. A finance, accounting, actuarial science, or business administration degree strengthens your petition. A general studies or unrelated degree will likely trigger an RFE.
Target employers with LCA filing history
Search Migrate Mate to identify employers who have filed Labor Condition Applications for Retirement Plan Consultant or closely related titles. Consistent LCA history signals an established H-1B process, reducing delays on your end.
Verify prevailing wage before negotiating
Your offer must meet the DOL prevailing wage for your job title and worksite location. Run your title through the OFLC Wage Search before accepting an offer so you know the wage floor your employer must certify on the LCA.
Confirm the employer's cap-subject status early
Most private financial services firms are cap-subject, meaning your petition enters the annual H-1B lottery. Nonprofits and government-affiliated research institutions may be cap-exempt. Ask HR about their entity type before the lottery registration deadline in March.
Document your credentials for specialty occupation proof
Gather your official transcripts, any ASPPA, CEBS, or ERPA credentials, and a detailed job description before filing. USCIS scrutinizes retirement plan roles because the required degree field isn't always obvious from the title alone.
Plan around the 60-day grace period when changing jobs
If you're moving from one plan consulting firm to another, your new employer must file an H-1B transfer petition before your current job ends. The 60-day grace period starts the day your employment terminates, not when your current petition expires.
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Find Retirement Plan Consultant JobsRetirement Plan Consultant H-1B Visa: Frequently Asked Questions
Does a Retirement Plan Consultant role qualify as an H-1B specialty occupation?
Yes. USCIS classifies Retirement Plan Consultant as a specialty occupation because the role typically requires a bachelor's degree or higher in finance, accounting, business administration, or a closely related field. Your employer must demonstrate that the specific position requires that theoretical and practical application of highly specialized knowledge, which a detailed job description and your transcripts help establish.
Which employers sponsor H-1B visas for Retirement Plan Consultants?
Financial services firms, third-party administrators, benefits consulting firms, insurance carriers, and large accounting firms are the most active H-1B sponsors for this role. Migrate Mate filters employers by LCA filing history so you can focus your applications on firms that have a documented track record of sponsoring this specific occupation rather than guessing from a job posting.
What professional credentials strengthen an H-1B petition for this role?
Credentials like the Qualified 401(k) Administrator designation from ASPPA, the Certified Employee Benefit Specialist credential, or the Enrolled Retirement Plan Agent authorization from the IRS support the specialty occupation argument. They signal that the role requires specialized knowledge beyond a generalist business degree, which helps counter RFEs questioning whether the position truly requires a specific degree field.
How does the DOL prevailing wage requirement apply to Retirement Plan Consultant positions?
Your employer must certify on the LCA that they will pay you at least the DOL prevailing wage for your job title and work location. Prevailing wages for this role vary significantly by metro area and experience level. You can verify the applicable wage using the OFLC Wage Search before your offer is finalized, and O*NET provides the SOC code your employer will use to run that lookup.
Can I transfer my H-1B to a new employer if I change plan consulting firms?
Yes, through H-1B portability under AC21. Your new employer files a transfer petition before your current employment ends. You can start working for the new firm once the transfer petition is received by USCIS, without waiting for approval. Keep your most recent pay stubs and a copy of the approved I-797 from your current employer to document continuous valid status during the transfer.
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