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 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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This position is key to Feehan Financial Services operation and growth. It will be a multifaceted role, where the guiding principle will be to help make our firm the most efficient and effective Wealth Management & Planning firm in the country. Reporting directly to the Retirement Plan Specialist, the Retirement Plan Associate Advisor (RPAA) with the appropriate licensing, registration and product qualification exams may act on behalf of Feehan Financial Services to prospect, prepare materials, maintain and service (including conducting annual reviews) existing Retirement Plan relationships. This role will require interfacing with our team at FFS, our clients, retirement plan vendor partners, and advisors in multiple fields, among others. Our unique planning process and philosophy at FFS is designed to help our clients meet the complex needs of managing family and business wealth. The RPAA must be organized and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. This person will be responsible for:
- Plan level reviews and recommendations with plan sponsors and/or plan committees.
- Delivering a group education plan to our employee populations.
- Meeting with participants on an individual basis to discuss financial matters.
- Maintaining a customized fiduciary investment service.
- Preparing meeting materials for all Retirement Plan related meetings.
Qualifications
- A Bachelor’s Degree
- Previous Qualified Retirement Plan experience preferred
- Successful candidate would be expected to obtain the following Securities Licenses within the first year of employment: SIE / Series 7 / Series 63
- Candidate would also be expected to obtain the New York State Life Accident and Health Insurance Licensing within six months of completing the Securities Licensing requirements
- Strong analytical and organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
- Strong Microsoft Excel skills, with strong written and verbal communication skills; technologically savvy
- Very strong interpersonal skills and a positive outlook with the ability to build relationships with clients, team members and external partners
- Committed to continuing education and pursuing additional designations, licenses or degrees that enhance knowledge in the wealth management or planning fields – the following designations are desired: CFS, CFP, CLU or CEBS
- Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
Job purpose
This position is key to Feehan Financial Services operation and growth. It will be a multifaceted role, where the guiding principle will be to help make our firm the most efficient and effective Wealth Management & Planning firm in the country. Reporting directly to the Retirement Plan Specialist, the Retirement Plan Associate Advisor (RPAA) with the appropriate licensing, registration and product qualification exams may act on behalf of Feehan Financial Services to prospect, prepare materials, maintain and service (including conducting annual reviews) existing Retirement Plan relationships. This role will require interfacing with our team at FFS, our clients, retirement plan vendor partners, and advisors in multiple fields, among others. Our unique planning process and philosophy at FFS is designed to help our clients meet the complex needs of managing family and business wealth. The RPAA must be organized and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. This person will be responsible for:
- Plan level reviews and recommendations with plan sponsors and/or plan committees.
- Delivering a group education plan to our employee populations.
- Meeting with participants on an individual basis to discuss financial matters.
- Maintaining a customized fiduciary investment service.
- Preparing meeting materials for all Retirement Plan related meetings.
Qualifications
- A Bachelor’s Degree
- Previous Qualified Retirement Plan experience preferred
- Successful candidate would be expected to obtain the following Securities Licenses within the first year of employment: SIE / Series 7 / Series 63
- Candidate would also be expected to obtain the New York State Life Accident and Health Insurance Licensing within six months of completing the Securities Licensing requirements
- Strong analytical and organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
- Strong Microsoft Excel skills, with strong written and verbal communication skills; technologically savvy
- Very strong interpersonal skills and a positive outlook with the ability to build relationships with clients, team members and external partners
- Committed to continuing education and pursuing additional designations, licenses or degrees that enhance knowledge in the wealth management or planning fields – the following designations are desired: CFS, CFP, CLU or CEBS
- Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
How to Get 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.
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Get Access To All JobsFrequently 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.
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.
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