Retirement Specialist Jobs in USA with Visa Sponsorship
Retirement Specialist roles qualify as specialty occupations under the H-1B visa, requiring a bachelor's degree in finance, accounting, or a related field. Employers in this space file Labor Condition Applications with the DOL and sponsor candidates through PERM for permanent residence, making it a viable long-term U.S. career path.
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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.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Retirement Specialist
Frame your credentials around ERISA compliance
Retirement plan administration in the U.S. is governed by ERISA, and hiring managers treat familiarity with it as a threshold requirement. Document any international pension regulation experience and explicitly map it to ERISA concepts in your resume and cover letter.
Target plan administrators over general financial firms
Third-party administrators, recordkeepers, and actuarial consulting firms sponsor Retirement Specialist roles far more consistently than retail brokerages. These employers have dedicated HR processes for H-1B petitions and understand the specialty occupation argument for this role category.
Verify prevailing wage tier before accepting an offer
Use the OFLC Wage Search to confirm which wage level your offered position falls under before signing. A Level I offer on an H-1B LCA can complicate future green card PERM filings if your duties later shift to Level III or IV responsibilities.
Search Migrate Mate for verified sponsoring employers
Migrate Mate shows employers with confirmed LCA filing history for Retirement Specialist roles, so you're applying to companies that have already cleared the internal approval process for sponsorship rather than pitching the idea cold.
Clarify specialty occupation standing with your degree field
USCIS requires that your specific degree field relate directly to retirement plan administration. A finance or actuarial science degree supports the specialty occupation argument clearly, but a general business degree may require a detailed employer letter explaining the connection to survive an RFE.
Ask about PERM timing during the offer negotiation stage
Many Retirement Specialist sponsors won't initiate PERM labor certification until your second or third year. Ask explicitly when the green card process starts, since H-1B status is subject to an annual cap and selection process, and backlog timelines vary significantly by country of birth.
Frequently Asked Questions
Does a Retirement Specialist role qualify as a specialty occupation for H-1B purposes?
Yes, provided the employer documents that the position requires at least a bachelor's degree in a directly related field such as finance, accounting, or actuarial science. Generalist business degrees can still qualify, but the employer's supporting letter needs to explain the specific connection between the degree field and the role's technical duties to satisfy USCIS.
Which visa types realistically cover Retirement Specialist positions?
The H-1B is the primary path for most nationalities, covering an initial period of up to three years, extendable to six. Australian citizens can use the E-3 visa under the same specialty occupation standard without entering the H-1B lottery. Chilean and Singaporean nationals may qualify for the H-1B1 visa. Longer-term, EB-2 or EB-3 green card sponsorship through PERM is common in this field.
How do I find employers who actively sponsor Retirement Specialist roles?
Migrate Mate lists employers with verified LCA sponsorship history for roles in this category, so you can focus your applications on companies that have already committed to sponsoring rather than ones where you'd need to start that conversation from scratch.
Does the type of retirement plan an employer administers affect sponsorship eligibility?
Indirectly, yes. Employers administering defined benefit pension plans or complex 401(k) structures tend to hire Retirement Specialists with more technical duties, which strengthens the specialty occupation argument for H-1B purposes. Roles focused purely on participant customer service rather than plan design or compliance carry more risk of an RFE from USCIS challenging the degree requirement.
Is a master's degree necessary to get sponsored as a Retirement Specialist?
No, a bachelor's degree in a directly related field is the minimum threshold. However, a master's degree in finance or a designation like the Qualified Pension Administrator credential can accelerate green card timelines. H-1B petitions filed under the advanced degree exemption draw from a separate 20,000-slot pool, which can improve selection odds for candidates with U.S. master's degrees.
What is the prevailing wage requirement for sponsored Retirement 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.