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Retirement Specialists 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 ...

The State of Arizona

Retirement Specialist

Phoenix, AZ · On-site

$34K - $47K/yr

Retirement Specialist Apply now Job No: 543466 Work Type: Full-time Location: PHOENIX Categories: Administrative Support/Customer Service PUBLIC SAFETY PERSONNEL RETIREMENT SYSTEM Honoring the ...

National Black MBA Association

Leadership skills to guide and support a team of specialists. * Problem-solving skills to address customer inquiries and improve processes. * Knowledge of defined contribution retirement savings ...

Nationwide Mutual Insurance Company

Leadership skills to guide and support a team of specialists. Problem‑solving skills to address customer inquiries and improve processes. Knowledge of defined contribution retirement savings plans ...

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As of Sep 12, 2026, the average yearly pay for retirement specialists 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.

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Retirement Specialist

Easton, PA • On-site

Victaulic
Industrial Machinery Manufacturing • 1 - 5K employees
Learn more about Victaulicexternal

Full-time

Medical, Life, Retirement

Re-posted 9 days ago

Victaulic rating

7.2

Company rating: 7.2 out of 10

Based on 35 frontline employees who took The Breakroom Quiz

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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