Retirement Plan Consultant Jobs in USA with Visa Sponsorship
Retirement Plan Consultant roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in finance, accounting, or a related field. Employers in benefits administration, financial services, and consulting firms actively sponsor these positions year-round, with no lottery uncertainty for E-3 visa or TN visa holders. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsTogether we fight for everyone’s opportunity for a better financial future.
We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Get to Know the Opportunity
As a Tax Exempt TPA Services Representative, you will serve as the primary point of contact for assigned sponsored retirement plans, helping clients achieve their goals through exceptional service and relationship management. In this role, you'll collaborate with internal business partners and external stakeholders to resolve inquiries, strengthen client relationships, and support plan retention efforts. This position offers the opportunity to make a meaningful impact by delivering a superior customer experience while contributing to operational excellence and business growth.
The Contributions You'll Make
- Serve as the primary customer contact for assigned sponsored plans.
- Resolve service and communication issues through direct interaction with plan sponsors, participants, TPAs, and internal functional teams, including money in, money out, and technical services.
- Participate in relationship management activities with plan sponsors and customers.
- Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
- Contribute to product development initiatives and process improvement efforts.
- Independently resolve complex customer service and communication issues.
- Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
- Perform other duties as assigned.
Minimum Knowledge & Experience
- High School Diploma or GED.
- 3+ years of experience within the financial services industry.
- Demonstrated customer service experience and strong client support skills.
- OMNI experience.
Preferred Knowledge & Experience
- Bachelor's degree.
- SPARK certification or similar industry certification.
Compensation Pay Disclosure:
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$57,000 - $72,000 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Together we fight for everyone’s opportunity for a better financial future.
We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Get to Know the Opportunity
As a Tax Exempt TPA Services Representative, you will serve as the primary point of contact for assigned sponsored retirement plans, helping clients achieve their goals through exceptional service and relationship management. In this role, you'll collaborate with internal business partners and external stakeholders to resolve inquiries, strengthen client relationships, and support plan retention efforts. This position offers the opportunity to make a meaningful impact by delivering a superior customer experience while contributing to operational excellence and business growth.
The Contributions You'll Make
- Serve as the primary customer contact for assigned sponsored plans.
- Resolve service and communication issues through direct interaction with plan sponsors, participants, TPAs, and internal functional teams, including money in, money out, and technical services.
- Participate in relationship management activities with plan sponsors and customers.
- Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
- Contribute to product development initiatives and process improvement efforts.
- Independently resolve complex customer service and communication issues.
- Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
- Perform other duties as assigned.
Minimum Knowledge & Experience
- High School Diploma or GED.
- 3+ years of experience within the financial services industry.
- Demonstrated customer service experience and strong client support skills.
- OMNI experience.
Preferred Knowledge & Experience
- Bachelor's degree.
- SPARK certification or similar industry certification.
Compensation Pay Disclosure:
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.
The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$57,000 - $72,000 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
See all 637+ Retirement Plan Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Plan Consultant roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Retirement Plan Consultant
Target ERISA-focused employers
Third-party administrators, recordkeepers, and actuarial consulting firms, like Fidelity, Vanguard, and regional TPA shops, regularly sponsor Retirement Plan Consultants because qualified candidates with ERISA knowledge are genuinely hard to find domestically.
Highlight your compliance and regulatory knowledge
Employers sponsor visas when the role requires specialized expertise they can't easily fill. Demonstrating deep knowledge of ERISA, IRS plan qualification rules, and DOL reporting requirements strengthens the specialty occupation argument for your H-1B petition.
Pursue relevant credentials before applying
Certifications like the QKA, QPA, or ASPPA designations signal genuine expertise to sponsors. They also reinforce the specialty occupation case USCIS scrutinizes during H-1B adjudication, making your petition less likely to receive a Request for Evidence.
Australians and Canadians have a faster path
Australian citizens can apply for the E-3 visa without entering the H-1B lottery, and Canadian citizens qualify for TN status under USMCA. Both allow year-round applications, making Retirement Plan Consultant roles accessible without waiting for April registration windows.
Understand the LCA before negotiating your offer
Your employer must file a Labor Condition Application certifying your wage meets the prevailing level for your location and role. The LCA is certified before your visa petition, so understand how it affects your offer letter and what wage level the employer designates.
Browse sponsoring employers on Migrate Mate
Migrate Mate filters job listings by visa sponsorship type, so you can find Retirement Plan Consultant roles where employers have confirmed willingness to sponsor H-1B, E-3, or TN candidates, saving time you'd otherwise spend screening postings manually.
Frequently Asked Questions
Does a Retirement Plan Consultant role qualify as a specialty occupation for the H-1B?
Yes, Retirement Plan Consultant roles generally qualify as specialty occupations because they require at minimum a bachelor's degree in finance, accounting, economics, or a closely related field. USCIS looks for a direct relationship between the degree and the job duties. Roles focused on ERISA compliance, plan design, and actuarial analysis have a strong specialty occupation argument. Positions described more broadly, such as general financial advisor roles, may face more scrutiny.
Which visa types do employers typically use to sponsor Retirement Plan Consultants?
H-1B visa is the most common path for candidates from most countries, though it requires winning the annual lottery. Australian citizens can pursue the E-3 visa, which has no lottery and allows year-round applications. Canadian and Mexican nationals may qualify for TN visa status under the USMCA. Some senior or uniquely accomplished consultants may also qualify for O-1A classification if they can document extraordinary achievement in the benefits or financial planning field.
What degree do I need to get H-1B sponsorship as a Retirement Plan Consultant?
A bachelor's degree in finance, accounting, economics, actuarial science, or business administration is the standard minimum. Your degree field should logically connect to the specific duties of the role, plan design, compliance testing, fiduciary advisory work, or participant education. If your degree is in an unrelated field, three years of highly specialized work experience can substitute for each year of missing education under USCIS equivalency rules, though this route invites additional scrutiny.
How hard is it for employers to sponsor a Retirement Plan Consultant on an H-1B?
The specialty occupation determination is straightforward for this role when the job description specifically requires a degree in a relevant field. The bigger challenge is the lottery: in recent fiscal years, selection rates have hovered around 20 to 25 percent for regular cap registrations. Employers who are cap-exempt, such as nonprofits, government entities, or universities, can file outside the lottery entirely. Australian and Canadian candidates avoid the lottery altogether through E-3 or TN status.
Where can I find Retirement Plan Consultant jobs that offer visa sponsorship?
Migrate Mate lists Retirement Plan Consultant roles specifically filtered by visa sponsorship type, so you can see which employers are open to sponsoring H-1B, E-3, or TN candidates without sifting through postings that don't apply to your situation. This is the most direct way to identify employers already familiar with the sponsorship process for this role type, which matters because working with a sponsor who understands ERISA hiring adds efficiency to an already complex process.
What is the prevailing wage requirement for sponsored Retirement Plan Consultant 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.