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Become A Retirement Plan Specialist

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Working As A Retirement Plan Specialist

  • Getting Information
  • Analyzing Data or Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Interacting With Computers
  • Evaluating Information to Determine Compliance with Standards
  • Mostly Sitting

  • $60,850

    Average Salary

What Does A Retirement Plan Specialist Do At Associated Bank

* Proactive approach to external and internal client servicing
* Ability to complete complex calculations
* Able to understand complex ERISA, IRS and SEC regulatory requirements
* Good organizational skills and the ability to multi-task

What Does A Retirement Plan Specialist Do At Raymond James

* Plans and executes go-to market strategies for new products including factors such as design, pricing, marketing and distribution.
* Establishes success criteria for new product introductions, guide product development efforts, and create reports to track results.
* Identifies and evaluates opportunities for new products based on various factors including but not limited to market demand, financial implications and company capabilities.
* Meets goals of prioritized annual strategic and growth initiatives.
* Works with internal teams and departments to develop and review product processes and procedures.
* Develops and supports RFP process and content management.
* Creates and maintains templates for IPS, asset allocation studies, proposals, benchmarks, client service plans, and other deliverables.
* Educates internal teams, departments, Financial Advisors, and clients on new products and strategies.
* Plans, develops and supports implementation of Concierge services to financial advisors.
* Writes articles on general investments, product and retirement related planning topics.
* Creates pitch books, and presentations on services, products and strategies.
* Makes presentations on products and strategies, as needed.
* Leads and supports ad-hoc strategic and operational projects.
* Performs other duties and responsibilities as assigned

What Does A Retirement Plan Specialist Do At Sungard


What Does A Retirement Plan Specialist Do At Heartland Financial USA, Inc.

duties as assigned

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How To Become A Retirement Plan Specialist

Compensation, benefits, and job analysis specialists typically need a bachelor’s degree, and some specialists need related work experience.


Most employers require that compensation, benefits, and job analysis specialists have a bachelor’s degree. Many specialists have a degree in human resources, business administration, finance, communication, or a related field. Some employers may accept previous work experience in lieu of a formal degree.

Not all colleges and universities offer an undergraduate degree in human resources, but many offer courses in human resources management, compensation analysis, and benefits administration. Students with a background in other disciplines may benefit from taking courses in business, management, finance, and accounting.

Work Experience in a Related Occupation

For many jobs, compensation, benefits, and job analysis specialists must have previous work experience. Employers commonly require that the previous experience includes performing compensation analysis, benefits administration, or general human resources work. Experience in related fields such as finance, insurance, or business administration, also may be beneficial.

Jobseekers without a degree in human resources must have relevant work experience. Some workers may gain this experience through internships. However, most gain experience from working in human resources.

Licenses, Certifications, and Registrations

Although certification is not required, it can demonstrate professional expertise. Some employers prefer to hire certified candidates, but many employers will have their employees become certified after they are already working. Certification programs for management positions often require several years of related work experience in order to qualify for the credential.

Many associations for human resources workers offer classes to enhance the skills of their members. Some associations, including the International Foundation of Employee Benefit Plans and WorldatWork, offer certification programs that specialize in compensation and benefits. Others, including the HR Certification Institute and the Society for Human Resource Management, offer general human resources credentials.


Compensation, benefits, and job analysis specialists may advance to a compensation and benefits manager or a human resources manager position. Specialists typically need several years of work experience to advance.

Important Qualities

Analytical skills. Many specialists perform data or cost analyses to form logical conclusions. For example, they may analyze the cost of choosing a particular salary scale for a class of workers.

Business acumen. Specialists must understand basic finance and accounting.

Communication skills. Specialists often work with employees throughout their organization to provide information on compensation and benefits. They may give presentations or advise managers or employees about compensation policies or benefit plans.

Critical-thinking skills. Specialists must think critically when evaluating job positions, salary scales, promotion practices, and other compensation and benefits policies.

Detail oriented. Specialists must pay attention to detail, especially when ensuring that the organization is compliant with federal and state laws.

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Retirement Plan Specialist jobs

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Retirement Plan Specialist Career Paths

Retirement Plan Specialist
Benefit Specialist Account Manager Account Executive
Assistant Vice President
7 Yearsyrs
Human Resources Coordinator Benefit Specialist Benefits Manager
Benefit Director
11 Yearsyrs
Plan Administrator Human Resources Coordinator Benefit Specialist
Benefits Manager
8 Yearsyrs
Planning Specialist Sales Manager Regional Accounts Manager
Client Manager
6 Yearsyrs
Investment Associate Finance Advisor Relationship Manager
Client Relationship Manager
7 Yearsyrs
Internal Wholesaler Regional Vice President Managing Partner
8 Yearsyrs
Pension Consultant Plan Administrator Compensation Analyst
Compensation And Benefits Manager
8 Yearsyrs
Internal Wholesaler Account Executive Product Manager
Development Manager
8 Yearsyrs
Human Resources Coordinator Human Resources Recruiter Benefit Specialist
Employee Benefits Manager
7 Yearsyrs
Analyst Engineer Chief Engineer
Facilities Manager
8 Yearsyrs
Analyst Lead Technician Driver
Fleet Manager
7 Yearsyrs
Account Manager Account Executive Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Plan Administrator Project Manager General Manager
6 Yearsyrs
Planning Specialist Operations Manager Realtor
Property Management Specialist
6 Yearsyrs
Investment Advisor Branch Manager Account Executive
Relationship Manager
6 Yearsyrs
Account Manager Operations Manager Senior Manager
Senior Director
13 Yearsyrs
Benefit Specialist Human Resources Manager Program Manager
Senior Manager
10 Yearsyrs
Investment Advisor Assistant Vice President
Vice President
8 Yearsyrs
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Retirement Plan Specialist Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Chinese

  • French

  • Mandarin

  • Indonesian

  • Vietnamese

  • German

  • Arabic

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Retirement Plan Specialist

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Retirement Plan Specialist Education

Retirement Plan Specialist

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Top Skills for A Retirement Plan Specialist


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Top Retirement Plan Specialist Skills

  1. Financial Advisors
  2. K
  3. Retirement Plan Participants
You can check out examples of real life uses of top skills on resumes here:
  • Recognized for consultative service with an emphasis on meeting the dynamic needs of Financial Advisors.
  • Implement planning strategies to educate and advise State of Kentucky employees in preparing for retirement.
  • Handled incoming phone calls and inquiries from retirement plan participants, accounting and administrative managers.
  • Analyzed and interpret IRS publications, policies, and procedures for business retirement plans.
  • Worked on the team to help develop asset allocation models and income manager tools for plan participants.

Top Retirement Plan Specialist Employers

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