Retirement Plan Specialist Jobs in USA with Visa Sponsorship
Retirement Plan Specialists help employees navigate 401(k)s, pensions, and other workplace benefits, work that often qualifies for H-1B visa and other professional visas. Most positions require a finance, economics, or business degree, and the specialized knowledge of ERISA regulations and retirement plan administration creates strong visa sponsorship cases. For detailed occupation requirements, see the O*NET profile.
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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.
See all 561+ Retirement Plan Specialist Jobs
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Get Access To All JobsTips for Finding Visa Sponsorship as a Retirement Plan Specialist
Emphasize ERISA expertise in your visa petition
Highlight your knowledge of Employee Retirement Income Security Act regulations, fiduciary responsibilities, and compliance requirements. This specialized regulatory knowledge strengthens the specialty occupation argument for H-1B petitions.
Target large employers with established 401(k) programs
Fortune 500 companies and mid-size firms with complex retirement benefits are more likely to sponsor visas. They understand the specialized skills needed for plan administration and compliance.
Get relevant certifications to strengthen your case
Professional designations like CRP, QPA, or QKA demonstrate specialized knowledge that supports visa applications. These credentials show expertise beyond what a general business degree provides.
Focus on fiduciary and compliance responsibilities
Emphasize duties involving plan oversight, regulatory reporting, and participant education. These responsibilities require specialized knowledge of retirement plan law that strengthens the H-1B specialty occupation requirement.
Apply to benefits consulting firms
Third-party administrators and consulting companies like Fidelity, Vanguard, and Mercer regularly hire retirement specialists and have experience with visa sponsorship processes for specialized finance roles.
Highlight actuarial or investment analysis skills
Experience with plan funding, investment oversight, or actuarial calculations adds technical depth to your profile. These quantitative skills support the argument that your role requires specialized professional knowledge.
Frequently Asked Questions
What degree do I need for H-1B sponsorship as a Retirement Plan Specialist?
Most employers require a bachelor's degree in finance, economics, business administration, or accounting. Some positions accept related fields like mathematics or statistics. The degree requirement supports the H-1B specialty occupation standard, as retirement plan work requires specialized knowledge of financial regulations and fiduciary law.
Do Retirement Plan Specialist roles qualify for H-1B visas?
Yes, these positions typically qualify as specialty occupations under H-1B regulations. The role requires specialized knowledge of ERISA compliance, fiduciary responsibilities, and retirement plan administration that goes beyond general business skills. Employers can successfully argue that a finance or business degree is essential for the position.
Which employers are most likely to sponsor visas for this role?
Large corporations with substantial 401(k) programs, benefits consulting firms like Mercer or Aon, and third-party administrators such as Fidelity or Principal frequently sponsor visas. These employers understand the specialized nature of retirement plan work and have HR departments experienced with immigration processes.
Can I get sponsored without prior retirement plan experience?
Entry-level sponsorship is possible with a relevant degree and strong analytical skills. Many employers hire recent graduates into retirement plan trainee positions. However, having internship experience with benefits administration, relevant coursework in employee benefits, or certifications like CRP can significantly improve your sponsorship chances.
How to find Retirement Plan Specialist jobs with visa sponsorship?
To find Retirement Plan Specialist jobs with visa sponsorship, use Migrate Mate, which specializes in visa-sponsored opportunities. Focus your search on financial services firms, insurance companies, and large corporations that typically sponsor H-1B visas for specialized finance roles. These employers often need qualified professionals to manage employee retirement benefits and 401(k) programs, making visa sponsorship more likely for experienced candidates.
What makes a strong visa case for Retirement Plan Specialist positions?
Emphasize the specialized regulatory knowledge required for ERISA compliance, fiduciary oversight responsibilities, and the complexity of modern retirement plans. Highlight any experience with plan administration software, actuarial calculations, or investment oversight. Professional certifications and specific coursework in employee benefits or pension law strengthen the specialty occupation argument.
What is the prevailing wage requirement for sponsored Retirement Plan Specialist 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.