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Retirement plan specialist vs verification specialist

The differences between retirement plan specialists and verification 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 verification specialist. Additionally, a retirement plan specialist has an average salary of $60,611, which is higher than the $31,564 average annual salary of a verification specialist.

The top three skills for a retirement plan specialist include life insurance, financial products and FINRA. The most important skills for a verification specialist are customer service, patients, and data entry.

Retirement plan specialist vs verification specialist overview

Retirement Plan SpecialistVerification Specialist
Yearly salary$60,611$31,564
Hourly rate$29.14$15.18
Growth rate7%7%
Number of jobs9,33626,348
Job satisfaction-5
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 37%
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 verification specialist do?

The verification specialist's primary role is to make and take calls to employers for the purpose of verifying information stated by an applicant on his/her /her job application. They manage calls inbound/outbound for education, employment, reference, and licensing verification purposes. They also maintain and keep records of all calls handled to ensure all verifications made are followed upon on time. They communicate effectively and proficiently to all parties involved in attaining verification information. Moreover, they do monthly review to quality check all data gathered for verifications.

Retirement plan specialist vs verification specialist salary

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

Retirement Plan SpecialistVerification Specialist
Average salary$60,611$31,564
Salary rangeBetween $41,000 And $88,000Between $24,000 And $41,000
Highest paying City-San Jose, CA
Highest paying state-California
Best paying company-Jacobs Engineering Group
Best paying industry-Insurance

Differences between retirement plan specialist and verification specialist education

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

Retirement Plan SpecialistVerification Specialist
Most common degreeBachelor's Degree, 76%Bachelor's Degree, 37%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Retirement plan specialist vs verification specialist demographics

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

Retirement Plan SpecialistVerification Specialist
Average age4545
Gender ratioMale, 54.4% Female, 45.6%Male, 23.9% Female, 76.1%
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, 11.2% Unknown, 3.7% Hispanic or Latino, 15.2% Asian, 7.3% White, 62.3% American Indian and Alaska Native, 0.4%
LGBT Percentage9%9%

Differences between retirement plan specialist and verification 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

Verification specialist example responsibilities.

  • Manage the TRICARE information program by presenting information utilizing available media, group presentations, or mailings.
  • Maintain confidentiality of all patient medical information adhering to HIPPA regulations and Medicare / Medicaid policies.
  • Verify primary insurance eligibility by phone with agents or online regarding Medicaid recipients and to determine payment responsibilities to providers.
  • Verify medical coverage and benefits to providers and members, review certain ICD9 and CPT codes.
  • Verify patient effective date of insurance, including CPT and diagnosis codes and general policy information.
  • Receive extensive training on insurance plans and types, HIPAA compliance, PatientPlus programming and other workplace relate topics.
  • Show more

Retirement plan specialist vs verification specialist skills

Common retirement plan specialist skills
  • Life Insurance, 14%
  • Financial Products, 6%
  • FINRA, 6%
  • ERISA, 6%
  • Retirement Accounts, 6%
  • Plan Design, 5%
Common verification specialist skills
  • Customer Service, 23%
  • Patients, 18%
  • Data Entry, 13%
  • Insurance Verification, 4%
  • Medicaid, 4%
  • Verification Process, 3%

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