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
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
ROLE SUMMARY
Associated Bank is seeking a Retirement Plan Specialist to support retirement plan clients, participants, and internal partners with day-to-day account administration and service needs. In this role, you’ll help ensure retirement plans are administered accurately, compliantly, and with a high level of customer care. This is a great opportunity for someone looking to grow a career in retirement services and trust administration.
Please Note: This position can also be hired as a Retirement Plan Specialist or Senior Retirement Plan Specialist. We will assess applicants based on their skills and years of relevant experience.
KEY ACCOUNTABILITIES
- Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities
- Partner with Relationship Managers and Senior Specialists to ensure compliance with policies and regulatory requirements
- Respond to client, participant, and internal inquiries with timely and accurate solutions
- Coordinate open enrollment activities and verify enrollment materials for accuracy
- Review distribution, loan, and hardship withdrawal documentation for completeness and compliance
- Communicate with clients, auditors, and internal teams regarding reporting, compliance testing, and plan administration matters
- Maintain detailed account records while adhering to trust and regulatory guidelines
- Identify opportunities to improve operational processes and client service experiences
EDUCATION & EXPERIENCE
Required
- Associate’s degree or equivalent combination of education and experience
- Less than 2 years of experience in business or financial services
- Strong customer service, communication, and organizational skills
- Ability to manage multiple priorities with strong attention to detail
Preferred
- Experience in retirement plan services, trust administration, or financial services
- Familiarity with ERISA, IRS regulations, or retirement plan operations
- Experience supporting client relationships in a service-focused environment
WHY YOU’LL LOVE WORKING HERE
At Associated Bank, you’ll work alongside collaborative professionals who are committed to client service, growth, and continuous learning. We offer opportunities to expand your expertise in retirement and trust services while building meaningful relationships with clients and teammates.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
COMPLIANCE STATEMENT
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
COMPENSATION
- Salary Range: $17.57 - $30.12 per hour
INTRODUCTION
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
ROLE SUMMARY
Associated Bank is seeking a Retirement Plan Specialist to support retirement plan clients, participants, and internal partners with day-to-day account administration and service needs. In this role, you’ll help ensure retirement plans are administered accurately, compliantly, and with a high level of customer care. This is a great opportunity for someone looking to grow a career in retirement services and trust administration.
Please Note: This position can also be hired as a Retirement Plan Specialist or Senior Retirement Plan Specialist. We will assess applicants based on their skills and years of relevant experience.
KEY ACCOUNTABILITIES
- Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities
- Partner with Relationship Managers and Senior Specialists to ensure compliance with policies and regulatory requirements
- Respond to client, participant, and internal inquiries with timely and accurate solutions
- Coordinate open enrollment activities and verify enrollment materials for accuracy
- Review distribution, loan, and hardship withdrawal documentation for completeness and compliance
- Communicate with clients, auditors, and internal teams regarding reporting, compliance testing, and plan administration matters
- Maintain detailed account records while adhering to trust and regulatory guidelines
- Identify opportunities to improve operational processes and client service experiences
EDUCATION & EXPERIENCE
Required
- Associate’s degree or equivalent combination of education and experience
- Less than 2 years of experience in business or financial services
- Strong customer service, communication, and organizational skills
- Ability to manage multiple priorities with strong attention to detail
Preferred
- Experience in retirement plan services, trust administration, or financial services
- Familiarity with ERISA, IRS regulations, or retirement plan operations
- Experience supporting client relationships in a service-focused environment
WHY YOU’LL LOVE WORKING HERE
At Associated Bank, you’ll work alongside collaborative professionals who are committed to client service, growth, and continuous learning. We offer opportunities to expand your expertise in retirement and trust services while building meaningful relationships with clients and teammates.
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
COMPLIANCE STATEMENT
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
COMPENSATION
- Salary Range: $17.57 - $30.12 per hour
See all 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.