Retirement Plan Specialist Jobs
Retirement Plan Specialist jobs are open across financial services, insurance, banking, and third-party administration firms, at every level from entry-level analyst to senior specialist and team lead, with specializations in defined contribution plans, compliance administration, and participant services. Find a role that fits from the openings below and apply directly.
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Showing 5 of 111+ Retirement Plan Specialist jobs
Your opportunity
- Design end-to-end digital experiences for sponsor-facing and internal business applications.
- Create user flows, journey maps, wireframes, mockups, prototypes, and interaction designs.
- Translate business requirements and user needs into intuitive, scalable solutions.
- Identify opportunities to simplify complex workflows and improve usability.
- Promote consistency across products through established design systems and UX standards.
- Contribute to the long-term vision for modernized digital experiences.
- Plan and conduct user interviews, usability studies, surveys, and feedback sessions.
- Analyze user behavior, qualitative feedback, and experience metrics to identify improvement opportunities.
- Validate proposed solutions through testing and iterative design refinement.
- Partner with Product Owners and business stakeholders to understand user challenges and priorities.
- Advocate for user-centered decision making throughout the product lifecycle.
- Work closely with Product Owners to refine requirements and define user stories.
- Collaborate with developers and architects to ensure designs are feasible and implementable.
- Participate in PI Planning, sprint planning, backlog refinement, and solution reviews.
- Provide detailed design specifications and support implementation throughout delivery.
- Review completed work to ensure experience quality and alignment with design intent.
- Lead UX activities supporting major transformation initiatives.
- Evaluate emerging design practices, tools, and industry trends.
- Leverage analytics and customer insights to drive continuous experience improvements.
- Identify opportunities to increase digital adoption, efficiency, and self-service capabilities.
- Help establish UX best practices across the RPS Digital organization.
What you have
- Experience designing enterprise or business-to-business digital experiences.
- Strong understanding of design principles and user-centered design methodologies.
- Experience creating wireframes, prototypes, journey maps, and interaction designs.
- Proficiency with modern UX design and prototyping tools such as Figma, Sketch, Adobe XD, or similar platforms.
- Experience conducting user research and usability testing.
- Ability to present and defend design decisions to stakeholders and leadership.
- Strong communication, facilitation, and collaboration skills.
- Ability to balance user needs, business objectives, regulatory requirements, and technical constraints.
- Experience working in Agile product delivery environments.
- Knowledge of accessibility standards and inclusive design practices.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
- Design end-to-end digital experiences for sponsor-facing and internal business applications.
- Create user flows, journey maps, wireframes, mockups, prototypes, and interaction designs.
- Translate business requirements and user needs into intuitive, scalable solutions.
- Identify opportunities to simplify complex workflows and improve usability.
- Promote consistency across products through established design systems and UX standards.
- Contribute to the long-term vision for modernized digital experiences.
- Plan and conduct user interviews, usability studies, surveys, and feedback sessions.
- Analyze user behavior, qualitative feedback, and experience metrics to identify improvement opportunities.
- Validate proposed solutions through testing and iterative design refinement.
- Partner with Product Owners and business stakeholders to understand user challenges and priorities.
- Advocate for user-centered decision making throughout the product lifecycle.
- Work closely with Product Owners to refine requirements and define user stories.
- Collaborate with developers and architects to ensure designs are feasible and implementable.
- Participate in PI Planning, sprint planning, backlog refinement, and solution reviews.
- Provide detailed design specifications and support implementation throughout delivery.
- Review completed work to ensure experience quality and alignment with design intent.
- Lead UX activities supporting major transformation initiatives.
- Evaluate emerging design practices, tools, and industry trends.
- Leverage analytics and customer insights to drive continuous experience improvements.
- Identify opportunities to increase digital adoption, efficiency, and self-service capabilities.
- Help establish UX best practices across the RPS Digital organization.
What you have
- Experience designing enterprise or business-to-business digital experiences.
- Strong understanding of design principles and user-centered design methodologies.
- Experience creating wireframes, prototypes, journey maps, and interaction designs.
- Proficiency with modern UX design and prototyping tools such as Figma, Sketch, Adobe XD, or similar platforms.
- Experience conducting user research and usability testing.
- Ability to present and defend design decisions to stakeholders and leadership.
- Strong communication, facilitation, and collaboration skills.
- Ability to balance user needs, business objectives, regulatory requirements, and technical constraints.
- Experience working in Agile product delivery environments.
- Knowledge of accessibility standards and inclusive design practices.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Retirement Plan Specialist Jobs by Experience Level
See All 111+ Retirement Plan Specialist Jobs
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Find JobsRetirement Plan Specialist Job Market
Who's Hiring
- Corebridge21
- CBIZ15
- ADP6
- Mutual of America Financial6
- USI Insurance Services5
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in retirement plan specialist jobs.
- Experience administering 401(k), 403(b), or defined benefit retirement plans
- Knowledge of ERISA regulations, IRS rules, and DOL reporting requirements
- Proficiency with recordkeeping or administration software such as Relius or Pension Pro
- Associate or bachelor's degree in finance, business, or a related field
- Experience preparing or reviewing Form 5500 filings and nondiscrimination testing
- ASPPA, QKA, or equivalent retirement plan certification preferred or required
Tips for Your Retirement Plan Specialist Job Search
Quantify your plan administration experience
List the number of plans you've administered, the plan types you've worked with, and any participant-facing responsibilities you've handled. Retirement plan specialist resumes that include specific plan details stand out against vague descriptions of general financial experience.
Highlight your ERISA and compliance knowledge
Employers screen hard for familiarity with ERISA regulations, IRS nondiscrimination testing, and DOL reporting requirements. Call out any specific compliance tasks you've owned, such as Form 5500 preparation or annual plan testing, directly in your resume summary and bullet points.
Apply early to roles that fit
Migrate Mate lists retirement plan specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by recordkeeping platform
Many job postings specify platforms like Relius, Pension Pro, or Omni. Tailor your application to name the exact systems you've used, and research which platform a firm runs before your interview so you can speak to your relevant hands-on experience.
Prepare for a plan scenario question
Interviewers commonly walk you through a plan error or a participant hardship withdrawal situation and ask how you'd handle it. Practice explaining your compliance reasoning out loud, not just the procedural steps, so your answer demonstrates judgment alongside technical knowledge.
Negotiate using your certification timeline
If you're close to earning a QKA, QPA, or ASPPA credential, name your expected completion date during offer negotiations. Employers often have room to increase starting salary or accelerate a review when a credential is imminent rather than years away.
Retirement Plan Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most retirement plan specialists?
The companies hiring the most retirement plan specialists right now include Corebridge, CBIZ, and ADP, with the largest share of openings in Texas, Arizona, and New York, based on current listings on Migrate Mate as of November 2026. Third-party administrators and large recordkeepers tend to post the highest volume of openings consistently.
How many retirement plan specialist jobs are remote?
About 82% of retirement plan specialist openings are fully remote or hybrid as of November 2026, making it one of the more flexible roles in financial services. Participant services, compliance administration, and plan testing work tend to be most commonly offered on a remote or hybrid basis, while roles involving direct client relationship management are more likely to require in-office presence.
How do you become a retirement plan specialist?
Start by earning a degree in finance, business, or accounting, then apply for entry-level roles at a third-party administrator, recordkeeper, or insurance firm that handles retirement plans. Once you're working in the field, pursue an industry credential such as the QKA or QPA through ASPPA to build your compliance knowledge and improve your hiring prospects for senior roles.
Can you get hired as a retirement plan specialist without direct experience?
Yes, entry-level retirement plan specialist roles exist at third-party administrators and recordkeepers that train candidates with a finance or business degree and no prior plan administration background. Emphasize any coursework or exposure to tax-advantaged accounts, payroll systems, or financial regulations on your resume, and target firms with structured onboarding programs for new specialists.
What does the retirement plan specialist interview process look like?
Most employers use a phone screen focused on your background with specific plan types, followed by one or two interviews that include scenario-based questions about compliance errors, participant requests, or testing failures. Some firms add a short written exercise or ask you to walk through how you'd handle a plan correction. Technical knowledge of ERISA rules and recordkeeping platforms typically comes up in every stage.
Where can I find and apply to retirement plan specialist jobs?
You can find and apply to retirement plan specialist jobs on Migrate Mate, which lists current openings from across the United States. Find the roles that match your experience and specialization, then apply directly to each listing from the same place.
See All 111+ Retirement Plan Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
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