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Retirement plan specialist vs senior benefits specialist

The differences between retirement plan specialists and senior benefits specialists 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 senior benefits specialist. Additionally, a retirement plan specialist has an average salary of $60,611, which is higher than the $50,211 average annual salary of a senior benefits specialist.

The top three skills for a retirement plan specialist include life insurance, financial products and FINRA. The most important skills for a senior benefits specialist are customer service, HR, and HRIS.

Retirement plan specialist vs senior benefits specialist overview

Retirement Plan SpecialistSenior Benefits Specialist
Yearly salary$60,611$50,211
Hourly rate$29.14$24.14
Growth rate7%7%
Number of jobs9,33634,999
Job satisfaction--
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 67%
Average age4545
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 senior benefits specialist do?

Typically working in a company's human resources department, a senior benefits specialist manages benefits and compensation programs for the employees. They are mostly in charge of designing and developing plans for retirement, stock ownership, healthcare, and pension. To carry out their duties, they must perform extensive research and analysis, coordinate efforts with staff and other experts, put costs and budgets into consideration, and liaise with external parties such as vendors and plan providers, building positive relationships for a smooth workflow. Moreover, a senior benefits specialist must also assist employees by answering their inquiries and explaining how the benefits programs work.

Retirement plan specialist vs senior benefits specialist salary

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

Retirement Plan SpecialistSenior Benefits Specialist
Average salary$60,611$50,211
Salary rangeBetween $41,000 And $88,000Between $34,000 And $72,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between retirement plan specialist and senior benefits specialist education

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

Retirement Plan SpecialistSenior Benefits Specialist
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 67%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Retirement plan specialist vs senior benefits specialist demographics

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

Retirement Plan SpecialistSenior Benefits Specialist
Average age4545
Gender ratioMale, 54.4% Female, 45.6%Male, 25.4% Female, 74.6%
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, 10.6% Unknown, 3.6% Hispanic or Latino, 15.6% Asian, 7.3% White, 62.5% American Indian and Alaska Native, 0.3%
LGBT Percentage9%9%

Differences between retirement plan specialist and senior benefits specialist 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

Senior benefits specialist example responsibilities.

  • Develop and manage leave of absence program in accordance with company policy, FMLA and applicable state laws.
  • Create reports using SQL database and manage reports, perform from internet-base tools for research projects need for client insight.
  • Coordinate with STD/FMLA carrier and payroll to process disability and FMLA claims.
  • Set up new hires in Kronos time & labor system as well as work schedules.
  • Act as liaison with vendors to insure accurate and timely claims processing according to HCFA, HIPAA and Medicare guidelines.
  • Prepare weekly payroll utilizing Kronos software.
  • Show more

Retirement plan specialist vs senior benefits specialist skills

Common retirement plan specialist skills
  • Life Insurance, 14%
  • Financial Products, 6%
  • FINRA, 6%
  • ERISA, 6%
  • Retirement Accounts, 6%
  • Plan Design, 5%
Common senior benefits specialist skills
  • Customer Service, 11%
  • HR, 9%
  • HRIS, 7%
  • Life Insurance, 4%
  • Benefits Administration, 4%
  • Cobra, 4%

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