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Retirement Specialist Jobs (NOW HIRING)

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration, compliance, and continuous improvement of Victaulic's retirement programs, supporting employees ...

Victaulic

Retirement Specialist

Easton, PA · On-site

Retirement Specialist Job Summary The Retirement Specialist is responsible for the administration, compliance, and continuous improvement of Victaulic's retirement programs, supporting employees ...

Signal Advisors

Retirement Specialist

Detroit, MI · On-site

THE JOB Signal Advisors is seeking a Retirement Specialist to join Signal Plus, our inside sales and client engagement team. In this role, you'll partner with financial advisors to identify life ...

Nationwide

Internal Retirement Specialist

As an Internal Retirement Specialist, you'll provide retirement plan expertise to participants. You'll act as a consultant to provide specific education and advice based on the individual ...

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Retirement Specialist information

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$31.5K

$62.7K

$100K

How much do retirement specialist jobs pay per year?

As of Aug 22, 2026, the average yearly pay for retirement specialist in the United States is $62,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $66,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a retirement specialist?

To thrive as a Retirement Specialist, you need a solid understanding of retirement planning, financial products, and relevant regulations, often backed by a degree in finance or a related field. Familiarity with retirement planning software, CRM systems, and certifications like Certified Retirement Counselor (CRC) or FINRA licenses is highly valuable. Strong interpersonal skills, attention to detail, and the ability to clearly explain complex concepts help build trust and rapport with clients. These skills are essential to provide accurate guidance, ensure compliance, and help clients achieve their long-term financial goals.

What are some common challenges a retirement specialist faces when working with clients, and how can they be addressed?

Retirement Specialists often encounter challenges such as clients' varying levels of financial literacy, reluctance to discuss personal finances, and evolving retirement goals. Addressing these issues requires strong communication skills, patience, and the ability to tailor explanations to each client's understanding. Building trust is key, as well as staying updated on the latest retirement products and regulations to offer informed, relevant advice. Regular follow-ups and proactive planning help ensure clients remain on track with their retirement objectives.

What is the difference between Retirement Specialist vs Financial Advisor?

AspectRetirement SpecialistFinancial Advisor
CredentialsCertifications like CFP, CRPC often preferredCFP, CFA, or other financial planning certifications common
Work EnvironmentFinancial institutions, retirement planning firmsIndependent or firm-based, broad financial services
Employer & IndustryInsurance companies, banks, retirement plan providersFinancial planning firms, banks, wealth management
Search & Comparison IntentFocus on retirement planning, pension optionsBroader financial planning, investments, estate planning

Retirement Specialists primarily focus on retirement planning, pension options, and retirement account management within specific institutions. Financial Advisors offer comprehensive financial planning services, including investments and estate planning. While both roles require similar certifications and work in related environments, Retirement Specialists concentrate on retirement-specific solutions, whereas Financial Advisors provide broader financial guidance.

What do you need to be a retirement specialist?

To become a retirement specialist, candidates typically need a background in finance, insurance, or related fields, along with strong knowledge of retirement plans and investment options. Relevant certifications such as Certified Retirement Counselor (CRC) or Certified Financial Planner (CFP) can enhance qualifications. Good communication skills and experience working with clients are also important for success in this role.

What does a retirement specialist do?

A retirement specialist helps clients plan and manage their retirement savings and income strategies. They analyze financial data, recommend suitable retirement plans, and often hold certifications such as CFP or CFA to ensure compliance and expertise. Their work involves advising individuals or organizations to achieve financial security in retirement.
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Retirement Specialist jobs near you
Infographic showing various Retirement Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,680 per year, or $30.1 per hour.

Retirement Specialist

Victaulic

Easton, PA • On-site

Full-time

Medical, Life, Retirement

Re-posted 18 days ago

Victaulic rating

7.2

Company rating: 7.2 out of 10

Based on 35 frontline employees who took The Breakroom Quiz

353rd of 543 rated manufacturers

Job description

Job Description
Retirement Specialist
Job Summary
The Retirement Specialist is responsible for the administration, compliance, and continuous improvement of Victaulic's retirement programs, supporting employees, retirees, and beneficiaries throughout the retirement lifecycle. This role serves as a key resource for retirement plan guidance, ensures regulatory compliance, and partners with internal stakeholders and external vendors to deliver a seamless and engaging retirement experience.
Key Responsibilities
  • Retirement Plan Administration
    Administer and maintain company-sponsored retirement programs, including 401(k), pension, and retiree medical plans, ensuring accurate and timely processing of enrollments, contributions, distributions, and plan changes.
  • Employee & Retiree Support
    Serve as a primary point of contact for employees, retirees, and beneficiaries by providing clear, timely guidance on retirement options, plan features, and life-event transitions.
  • Compliance & Governance
    Ensure adherence to all applicable federal and state regulations (e.g., ERISA, IRS, DOL requirements), including supporting audits, filings, and nondiscrimination testing.
  • Education & Communication
    Develop and deliver engaging communications, tools, and presentations that improve employee understanding of retirement benefits and drive participation and informed decision-making.
  • Vendor & Partner Management
    Collaborate with external vendors, recordkeepers, and consultants to ensure high-quality service delivery, resolve issues, and optimize plan performance.
  • Reporting & Data Analysis
    Maintain accurate plan records and generate reports on participation, contributions, and plan performance; identify trends and provide insights to support decision-making.
  • Program Improvement & Strategy Support
    Contribute to the evaluation and enhancement of retirement programs by identifying opportunities for process improvements, cost efficiencies, and increased employee engagement.
  • Acquisition Integration & Transition Support

Support retirement plan due diligence and integration activities related to mergers and acquisitions. This includes reviewing acquired company retirement programs, identifying compliance and operational risks, supporting transition strategies (e.g., plan consolidation, vendor alignment, or interim administration), and managing the "in-between" state to ensure continuity and compliance until full integration is complete.
Qualifications
  • Education
    Bachelor's degree in Human Resources, Finance, Business Administration, or a related field.
  • Experience
    3-5 years of experience in retirement plan administration, benefits, or a related field, preferably within a corporate environment.
  • Knowledge
    Working knowledge of retirement plan regulations and compliance requirements (ERISA, IRS, DOL), as well as industry best practices.
  • Skills
    • Strong communication and interpersonal skills with the ability to explain complex concepts clearly
    • High attention to detail and organizational skills
    • Analytical mindset with experience interpreting data and generating insights
    • Proficiency in Microsoft Office (especially Excel); experience with HRIS and retirement plan administration systems preferred
  • Certifications (Preferred)
    CEBS, SHRM-CP, SHRM-SCP, or similar professional designation.

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