H-1B Visa Retirement Plan Consultant Jobs
Retirement Plan Consultant roles qualify as H-1B visa 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
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as a Senior Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Senior Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Senior Associates, Retirement Plan Services support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.
What Will You Be Doing?
As a Senior Associate, Retirement Plan Services, you will apply advanced knowledge of retirement plan administration and regulatory requirements to provide consultative guidance and operational oversight to clients, advisors, and internal stakeholders. This role requires the regular exercise of independent judgment and discretion in evaluating complex plan matters, recommending solutions, and influencing outcomes without reliance on prescribed procedures. You will serve as a subject-matter resource for sophisticated plan scenarios, assess risk and compliance considerations, and partner cross-functionally to ensure high-quality service delivery, client retention, and continuous operational improvement.
Day-to-Day You May Also Be Expected To
- Exercise independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support.
- Analyze client information and business needs to independently scope requests, assess feasibility, and recommend appropriate servicing or plan design solutions.
- Partner with internal plan design and plan document subject-matter experts to research, interpret, and assess plan provisions, regulatory implications, and client objectives.
- Provide consultative services to plan sponsors and advisors, offering guidance on plan administration, compliance considerations, and operational best practices.
- Manage and resolve client and advisor escalations by evaluating impact, coordinating cross-functional resources, and determining appropriate paths to resolution.
- Identify systemic risks, service gaps, or inefficiencies through post-mortems and root-cause analysis, and collaborate with management and product teams to design and implement process improvements.
- Design and document processes, playbooks, and operational resources that enhance scalability, consistency, and team effectiveness.
- Apply professional discretion to prioritize work based on business impact, client urgency, regulatory considerations, and service-level commitments.
- Monitor quality and service outcomes, exercising judgment to identify trends, recommend corrective actions, and support continuous improvement initiatives.
- Ensure timely and accurate documentation of client interactions and decisions to support transparency, audit readiness, and long-term account management.
- Support client retention through proactive issue resolution, strategic follow-up, and trusted advisory relationships.
Requirements
- College degree and/or equivalent customer service experience
- 2-4 years of retirement industry experience, preferred.
- Experience in project management.
- You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
LOCATION
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
- Salary Range: $70K - $80K base.
This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy.
Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
INTRODUCTION
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as a Senior Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Senior Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Senior Associates, Retirement Plan Services support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.
What Will You Be Doing?
As a Senior Associate, Retirement Plan Services, you will apply advanced knowledge of retirement plan administration and regulatory requirements to provide consultative guidance and operational oversight to clients, advisors, and internal stakeholders. This role requires the regular exercise of independent judgment and discretion in evaluating complex plan matters, recommending solutions, and influencing outcomes without reliance on prescribed procedures. You will serve as a subject-matter resource for sophisticated plan scenarios, assess risk and compliance considerations, and partner cross-functionally to ensure high-quality service delivery, client retention, and continuous operational improvement.
Day-to-Day You May Also Be Expected To
- Exercise independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support.
- Analyze client information and business needs to independently scope requests, assess feasibility, and recommend appropriate servicing or plan design solutions.
- Partner with internal plan design and plan document subject-matter experts to research, interpret, and assess plan provisions, regulatory implications, and client objectives.
- Provide consultative services to plan sponsors and advisors, offering guidance on plan administration, compliance considerations, and operational best practices.
- Manage and resolve client and advisor escalations by evaluating impact, coordinating cross-functional resources, and determining appropriate paths to resolution.
- Identify systemic risks, service gaps, or inefficiencies through post-mortems and root-cause analysis, and collaborate with management and product teams to design and implement process improvements.
- Design and document processes, playbooks, and operational resources that enhance scalability, consistency, and team effectiveness.
- Apply professional discretion to prioritize work based on business impact, client urgency, regulatory considerations, and service-level commitments.
- Monitor quality and service outcomes, exercising judgment to identify trends, recommend corrective actions, and support continuous improvement initiatives.
- Ensure timely and accurate documentation of client interactions and decisions to support transparency, audit readiness, and long-term account management.
- Support client retention through proactive issue resolution, strategic follow-up, and trusted advisory relationships.
Requirements
- College degree and/or equivalent customer service experience
- 2-4 years of retirement industry experience, preferred.
- Experience in project management.
- You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Nice to have: retirement certifications (i.e. QKA)
LOCATION
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
COMPENSATION
- Salary Range: $70K - $80K base.
This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy.
Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
See all H-1B Visa Retirement Plan Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Retirement Plan Consultant Jobs.
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.
H-1B Visa Retirement Plan Consultant: 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.