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Retirement plan specialist vs plan administrator

The differences between retirement plan specialists and plan administrators can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both a retirement plan specialist and a plan administrator. Additionally, a plan administrator has an average salary of $68,435, which is higher than the $60,611 average annual salary of a retirement plan specialist.

The top three skills for a retirement plan specialist include life insurance, financial products and FINRA. The most important skills for a plan administrator are payroll, HR, and plan administration.

Retirement plan specialist vs plan administrator overview

Retirement Plan SpecialistPlan Administrator
Yearly salary$60,611$68,435
Hourly rate$29.14$32.90
Growth rate7%2%
Number of jobs9,33651,856
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 70%
Average age4546
Years of experience66

What does a retirement plan specialist do?

Retirement plan specialists are experts who plan out their client's financial needs for retirement. The specialist's design and implement savings, benefit, and pension programs for clients. They have to explain the complicated nature of compensation, investment, and retirement packages to employees clearly and concisely. They process retirement plans following company and federal regulations. Also, they often have a background in business or human resources, and they may choose to earn employee benefit certifications that may help with their career advancement.

What does a plan administrator do?

A plan administrator's duties depend on their line of work or place of employment. Still, they typically include understanding the client or the project's needs, developing plans, performing research and analysis, liaising with internal and external parties, setting goals, establishing guidelines and timelines, and developing strategies to optimize procedures. They must also respond to issues and concerns, resolving them efficiently. Moreover, as a plan administrator, it is essential to monitor the daily operations and manage staff, all while implementing the company's policies and regulations.

Retirement plan specialist vs plan administrator salary

Retirement plan specialists and plan administrators have different pay scales, as shown below.

Retirement Plan SpecialistPlan Administrator
Average salary$60,611$68,435
Salary rangeBetween $41,000 And $88,000Between $45,000 And $103,000
Highest paying City-New York, NY
Highest paying state-New York
Best paying company-Apple
Best paying industry-Manufacturing

Differences between retirement plan specialist and plan administrator education

There are a few differences between a retirement plan specialist and a plan administrator in terms of educational background:

Retirement Plan SpecialistPlan Administrator
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 70%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Retirement plan specialist vs plan administrator demographics

Here are the differences between retirement plan specialists' and plan administrators' demographics:

Retirement Plan SpecialistPlan Administrator
Average age4546
Gender ratioMale, 54.4% Female, 45.6%Male, 39.1% Female, 60.9%
Race ratioBlack or African American, 10.5% Unknown, 3.8% Hispanic or Latino, 15.2% Asian, 7.8% White, 62.2% American Indian and Alaska Native, 0.4%Black or African American, 10.8% Unknown, 3.4% Hispanic or Latino, 9.8% Asian, 8.2% White, 67.3% American Indian and Alaska Native, 0.4%
LGBT Percentage9%35%

Differences between retirement plan specialist and plan administrator duties and responsibilities

Retirement plan specialist example responsibilities.

  • Generate sales leads for personal investments, annuities and plan sales.
  • Participate in establishing and testing pension plans on PeopleSoft to automate applicable calculations.
  • Call into the ADP payroll client base to cross-sell retirement products and work with payroll reps on joint sales.
  • Research and advise clients and attorneys on laws and regulations to comply with QDRO and federal guidelines.
  • Train staff on ASC software and provide office support, as needed, for issues and new training.
  • Assist in the planning, testing and conversion of the company's payroll system from GEAC to JD Edwards.
  • Show more

Plan administrator example responsibilities.

  • Create custom macro to expedite data transfer of manage ESOP.
  • Participate in establishing and testing pension plans on PeopleSoft to automate applicable calculations.
  • Establish and maintain IRA, SEP, SARSEP and Keogh plans.
  • Gather plan date (census, assets) from clients, CPA's, attorneys, and investment brokers.
  • Process monthly stock option and RSU grants.
  • Prepare RSU tax withholding calculations for mobility employees on a monthly basis.
  • Show more

Retirement plan specialist vs plan administrator skills

Common retirement plan specialist skills
  • Life Insurance, 14%
  • Financial Products, 6%
  • FINRA, 6%
  • ERISA, 6%
  • Retirement Accounts, 6%
  • Plan Design, 5%
Common plan administrator skills
  • Payroll, 9%
  • HR, 7%
  • Plan Administration, 6%
  • Database, 5%
  • PowerPoint, 4%
  • SOX, 4%

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