Retirement Plan Administration Jobs in USA with Visa Sponsorship
Retirement plan administration roles qualify for H-1B and TN visas when the position requires a bachelor's degree in finance, accounting, or a related field. Employers in this space regularly sponsor candidates with ERISA expertise and defined benefit or 401(k) plan experience. For detailed occupation requirements, see the O*NET profile.
See All Retirement Plan Administration JobsOverview
Showing 5 of 6+ Retirement Plan Administration jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 6+ Retirement Plan Administration jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Plan Administration roles.
Get Access To All JobsINTRODUCTION
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
ROLE AND RESPONSIBILITIES
The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our testing team. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.
What will you be doing?
- Year end testing for DC plans
- Answer questions from the client service team on retirement plan subjects
- Assist with plan terminations and EPCRS corrections
- Provide consulting services to sponsor and advisors as needed
BASIC QUALIFICATIONS
- Minimum 4 years of Retirement Plan Administration experience
- Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits
- Exceptional understanding of plan administration, compliance testing and IRS regulations
- Excellent written & oral communication skills
- Meticulous attention to detail & organization
- Passion for helping people
- Proficient in Microsoft Office Suite & G suite
- Proven ability to think analytically & operate independently within set deadlines
- Team player
- Shows ownership and initiative in all aspects of work
- QKA certifications
COMPENSATION
The expected salary range for this position is $80K-$90K. 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.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.
Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. 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. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
ROLE AND RESPONSIBILITIES
The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our testing team. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.
What will you be doing?
- Year end testing for DC plans
- Answer questions from the client service team on retirement plan subjects
- Assist with plan terminations and EPCRS corrections
- Provide consulting services to sponsor and advisors as needed
BASIC QUALIFICATIONS
- Minimum 4 years of Retirement Plan Administration experience
- Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits
- Exceptional understanding of plan administration, compliance testing and IRS regulations
- Excellent written & oral communication skills
- Meticulous attention to detail & organization
- Passion for helping people
- Proficient in Microsoft Office Suite & G suite
- Proven ability to think analytically & operate independently within set deadlines
- Team player
- Shows ownership and initiative in all aspects of work
- QKA certifications
COMPENSATION
The expected salary range for this position is $80K-$90K. 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.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well.
Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. 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.
How to Get Visa Sponsorship in Retirement Plan Administration
Lead with ERISA compliance expertise
Employers prioritizing H-1B sponsorship want candidates who can demonstrate hands-on knowledge of ERISA regulations, plan compliance testing, and IRS reporting requirements. Concrete experience with Form 5500 filings significantly strengthens your case.
Target financial services and benefits administration firms
Large recordkeepers, insurance companies, and third-party administrators sponsor retirement plan professionals most consistently. These employers file Labor Condition Applications regularly and have established immigration processes already in place.
Clarify your degree field in every application
H-1B approval for this role depends on demonstrating that your bachelor's degree is in a relevant field like finance, accounting, actuarial science, or business administration. State your degree clearly in your resume and cover letter.
Highlight defined benefit and defined contribution plan experience separately
Employers distinguish between DB and DC plan expertise. Candidates with experience administering both types of plans are significantly more attractive to sponsors, as many large employers manage both alongside each other.
Get certified before applying
Credentials like the ASPPA QPA, QKA, or CEBS demonstrate specialized knowledge that strengthens your specialty occupation argument during H-1B adjudication. Certifications also signal commitment to the field, which resonates with sponsors.
Apply during Q4 employer budget cycles
Many plan sponsors and third-party administrators finalize hiring plans between October and December. Applying during this window increases your chances of securing an offer with enough lead time to file an H-1B petition before the April 1 filing deadline.
Retirement Plan Administration jobs are hiring across the US. Find yours.
Find Retirement Plan Administration JobsSee all 6+ Retirement Plan Administration jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Plan Administration roles.
Get Access To All JobsFrequently Asked Questions
Does retirement plan administration qualify as a specialty occupation for H-1B purposes?
Yes, retirement plan administration qualifies as a specialty occupation when the role requires a bachelor's degree or higher in a specific field such as finance, accounting, actuarial science, or business administration. Roles involving ERISA compliance, plan design, actuarial valuations, or nondiscrimination testing typically satisfy this standard. Generalist administrator roles with no clear degree requirement in a specific field may face more scrutiny during adjudication.
Which visa types support sponsorship for retirement plan administration jobs?
H-1B is the most common path for non-Australian, non-Canadian professionals. Canadian and Mexican nationals can qualify under the TN visa if the role aligns with an eligible USMCA occupation such as accountant or economist. Australian citizens may qualify for the E-3 visa. TN and E-3 avoid the H-1B lottery entirely, making them significantly more accessible for eligible candidates. Browse open sponsored positions on Migrate Mate to find employers filing for these categories.
What degree do I need for a sponsored retirement plan administration role?
Most sponsored roles require at minimum a bachelor's degree in finance, accounting, business administration, actuarial science, or a closely related field. Some employers also accept degrees in mathematics or economics for roles with a heavy quantitative component. A degree in an unrelated field, like communications or history, will make the specialty occupation argument difficult to sustain regardless of your work experience.
How do approval rates look for H-1B petitions in this field?
USCIS has generally approved H-1B petitions in financial services occupations at rates above 85% in recent fiscal years, though approval depends heavily on how the employer structures the job description. Petitions that tie specific ERISA expertise, plan compliance responsibilities, or actuarial analysis directly to the required degree field perform better. Using an experienced immigration attorney to draft the support letter meaningfully reduces the risk of a request for evidence.
Are professional certifications like QKA or ASPPA credentials required for sponsorship?
They are not required, but they strengthen the sponsorship case considerably. Certifications like the QKA, QPA, or CEBS support the specialty occupation argument by demonstrating that the field demands specialized knowledge beyond a general business education. Some employers also list certifications as preferred qualifications, which signals genuine openness to investing in a candidate long-term, including through immigration sponsorship.
What is the prevailing wage requirement for sponsored Retirement Plan Administration jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
See which Retirement Plan Administration employers are hiring and sponsoring visas right now.
Search Retirement Plan Administration Jobs