Retirement Specialist Resume Example

When writing a Retirement Specialist Resume remember to include your relevant work history and skills according to the job you are applying for. Whether you're seeking an entry-level position or have been in your career for a few years, exposing your relevant achievements in your resume can allow you to stand out and get that job interview.

This resume example is a great representation of what a hiring manager is looking for in a Retirement Specialist Resume. Feel free to use this example for reference as you create your own resume or use this easy resume builder that will guide you through every step of your building your resume in just a few minutes.

Here is the Retirement Specialist Resume example:

Robert Williams

3885 Briercliff Road

Brooklyn, NY 11234



Job Objective Experienced Retirement Specialist of many years seeking employment with the company to help advance in the industry.

Highlights of Qualifications:

  • Profound knowledge of statutes and policies related to the retirement system
  • Vast experience with HRIS/ data collection and LAWSON ERP
  • In-depth knowledge of basic and general accounting and auditing procedures
  • Proficient with MS Office tools, including Word, Excel, and PowerPoint
  • Extensive knowledge of benefit contract language
  • Excellent communication and analytical skills
  • Ability to understand, evaluate and make judgment on the proposals (RFP’s)
  • Familiarity with rules, regulations and tax implications

Professional Experience:

Retirement Specialist

Nationwide Insurance, Brooklyn, NY

May 2006 – Present

  • Daily Reconciliation of wires for Retirement Plans Department.
  • Conducted State income tax withholding and 1099R/5498 tax reporting corrections.
  • Recognized and satisfied client’s stated and unstated needs.
  • Monitored client’s investment experience and knowledge, preferences and action orientation, and retirement goals.
  • Analyzed various retirement and investment plans and potential impact.

Retirement Specialist

American International Group, Brooklyn, NY

March 2003 – April 2006

  • Managed assigned nonqualified retirement plans, pension plans and 401(k) plans.
  • Provided resolution on daily administration issues.
  • Presented the guidance and advice on investments and services.
  • Liaised between the plan administrator and outside counsels in DRO proceedings.


Bachelor’s Degree in Commerce

Triton College, River Grove, IL

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  • March 1, 2022Create Date
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