H-1B Visa Retirement Specialist Jobs
Retirement Specialist jobs at H-1B visa-sponsoring employers typically qualify as specialty occupations, requiring a bachelor's degree in finance, economics, actuarial science, or a related field. Sponsors file a Labor Condition Application with DOL and an I-129 petition with USCIS, granting H-1B visa status in three-year increments, extendable to six years total.
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Get Access To All JobsINTRODUCTION
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
LOCATION
This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
POSITION OVERVIEW
This role manages the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The Transition Manager (as it's known internally) oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.
PRIMARY RESPONSIBILITIES
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Lead the transition process for clients moving existing retirement plans to Paylocity-supported platforms, ensuring all key milestones (i.e. data collection, plan review) are met.
- Validate plan documents, historical data, and compliance testing results.
- Manage timelines and dependencies across internal and external teams.
- Serve as an escalation point for transition-related issues and ensure timely resolution.
- Coordinate, document, and communicate transition milestones to clients and internal stakeholders.
- Prepare and deliver transition materials to service teams, ensuring the clients transition smoothly post-implementation support.
- Ensure all transition activities meet regulatory and operational standards.
EDUCATION AND EXPERIENCE
- Bachelor’s degree required
- Minimum of 2 years of experience in retirement plan conversions or transitions
- Familiarity with payroll systems and retirement plan recording keeping platforms. Experience with OKA designation preferred.
- Strong understanding of plan structures, asset movement, and compliance testing
- Experience working with recordkeepers, custodians and financial institutions.
- Proficiency in Microsoft Office, with an emphasis on Excel
- Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the transition process.
- Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met.
- Strong attention to detail with strong analytical and problem-solving skills.
Physical Requirements
- Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
- Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
COMPENSATION
The pay range for this position is $65,000 - $97,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
INTRODUCTION
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
LOCATION
This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
POSITION OVERVIEW
This role manages the transition of existing retirement plans from prior providers to Paylocity’s retirement services platform. The Transition Manager (as it's known internally) oversees asset transfers, plan mapping, and stakeholder coordination to ensure a seamless migration experience for clients.
PRIMARY RESPONSIBILITIES
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Lead the transition process for clients moving existing retirement plans to Paylocity-supported platforms, ensuring all key milestones (i.e. data collection, plan review) are met.
- Validate plan documents, historical data, and compliance testing results.
- Manage timelines and dependencies across internal and external teams.
- Serve as an escalation point for transition-related issues and ensure timely resolution.
- Coordinate, document, and communicate transition milestones to clients and internal stakeholders.
- Prepare and deliver transition materials to service teams, ensuring the clients transition smoothly post-implementation support.
- Ensure all transition activities meet regulatory and operational standards.
EDUCATION AND EXPERIENCE
- Bachelor’s degree required
- Minimum of 2 years of experience in retirement plan conversions or transitions
- Familiarity with payroll systems and retirement plan recording keeping platforms. Experience with OKA designation preferred.
- Strong understanding of plan structures, asset movement, and compliance testing
- Experience working with recordkeepers, custodians and financial institutions.
- Proficiency in Microsoft Office, with an emphasis on Excel
- Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the transition process.
- Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met.
- Strong attention to detail with strong analytical and problem-solving skills.
Physical Requirements
- Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
- Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
COMPENSATION
The pay range for this position is $65,000 - $97,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Retirement Specialist
Align your degree to retirement finance
USCIS evaluates whether your degree field directly relates to retirement planning duties. A finance, economics, actuarial science, or financial planning degree gives your employer the strongest foundation for the specialty occupation argument in your I-129 petition.
Search LCA-verified sponsors on Migrate Mate
Target employers who have already filed Labor Condition Applications for retirement or financial advisory roles. Migrate Mate lists employers with verified H-1B LCA filing history by role, so you're applying to companies already committed to the sponsorship process.
Confirm your worksite before the LCA is filed
Each worksite requires its own certified LCA before you can legally work there. If your role involves client sites, branch offices, or hybrid arrangements across locations, your employer must file separate LCAs for each distinct worksite address before placement begins.
Use OFLC Wage Search to verify prevailing wage tier
Retirement Specialist roles span four DOL wage levels depending on experience and supervisory duties. Run an OFLC Wage Search using your SOC code and work location before negotiations so you understand the prevailing wage floor your employer must meet on the LCA.
Secure Series 65 or CFP credentials early
Many sponsoring employers in retirement planning require a Series 65 license or CFP designation as part of the role definition. Having these credentials active before your H-1B petition strengthens the specialty occupation case and shortens the employer's onboarding timeline post-approval.
Account for cap-subject timing in your offer
If you're not already in H-1B status, your start date depends on cap availability, and selection rules have changed recently. Build this timeline into your offer negotiation so your employer files promptly after selection and you have clarity on when employment can legally begin.
H-1B Visa Retirement Specialist: Frequently Asked Questions
Does a Retirement Specialist role qualify as an H-1B specialty occupation?
Yes, Retirement Specialist roles typically qualify as specialty occupations when the position requires at least a bachelor's degree in finance, economics, actuarial science, or financial planning. The employer's job description must frame duties around degree-level analysis, retirement income modeling, or regulatory compliance work. Roles limited to clerical or enrollment-processing tasks without degree requirements would not qualify under USCIS standards.
Which employers sponsor H-1B visas for Retirement Specialist positions?
Financial services firms, insurance companies, registered investment advisors, and large corporate benefits departments are the most active sponsors for retirement-focused roles. You can identify employers who have filed H-1B Labor Condition Applications for similar positions by searching Migrate Mate, which surfaces employers with verified H-1B LCA filing history organized by role and location.
How does the prevailing wage requirement affect Retirement Specialist H-1B sponsorship?
DOL requires your employer to pay at least the prevailing wage for your SOC code and work location as certified on the LCA. Retirement Specialist roles often fall under financial analyst or personal financial advisor SOC codes, which carry different wage levels by metro area. Use the OFLC Wage Search to identify the applicable tier before your employer files, since the LCA wage locks in your minimum pay for the petition period.
Can my H-1B transfer to a new retirement planning employer mid-status?
Yes, H-1B portability lets you start working for a new sponsor as soon as that employer files an H-1B transfer petition on your behalf, without waiting for USCIS approval, provided you're in valid status and have no violations. The new employer must file a fresh LCA at the prevailing wage for your new worksite and submit an I-129 petition before your first day at the new role.
Does each client site or branch office need a separate LCA for a Retirement Specialist?
Yes. USCIS and DOL require a certified LCA for each physical worksite where you perform H-1B duties. If your Retirement Specialist role involves serving clients at branch locations, employer campuses, or other off-site venues that differ from your primary office address, each distinct worksite must have its own certified LCA on file before you work there.