Highly Satisfied
Last updated Jan 27 2025
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Retirement Plan Specialist Reviews
What is it like working as a Retirement Plan Specialist?
January 2023
Mostly good.
Retirement Plan Specialist in Houston:
Pros: I appreciate that there is no micromanagement in my department. Trust means a lot and ultimately enables me to get more work done. Everyone is pretty kind for the most part, which I also am grateful for.
Cons: I feel like there is not much direction here. Training is lacking, but if you reach out to address that, then it just falls upon deaf ears. I am also underpaid, and that is a serious headache.
December 2022
Exhausting.
Retirement Plan Specialist in Salem:
Pros: The team of people that I work with
Cons: We are consistently understaffed which leads to each person in my role having a book of business that is too large to provide proper service to.
June 2020
Retirement Plan Specialist in Rochester:
Great company to work for. I’ve loved every minute so far. I’m able to have the autonomy to get the results needed without being micromanaged. I’m often rewarded and recognized for a job well done. The team structure offers a great environment for collaboration which I greatly appreciate.
November 2019
Love the job.
Retirement Plan Specialist in St. Louis:
Pros: Helping the employees understand what they have available to them.
Cons: Not having the time to get down to the nitty gritty on all things.
May 2019
You feel fulfilled.
Retirement Plan Specialist in Miami:
Pros: Flexibility, company culture, work from home.
Cons: Lack of transparency in pay. You need to figure out yourself.
December 2018
Great place to live.
Retirement Plan Specialist in Syracuse:
Pros: Lots to do
Cons: Snow
November 2018
Looking for a raise!
Retirement Plan Specialist in Sioux City:
Pros: Working from home
Cons: The cold weather
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