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Pension Plan Specialist

U.S. Department of Labor
Milwaukee
Estimated Salary
USD 75.000 – USD 117.000
New
Live Update
28 Juli 2026
Deadline
28 Jul 2027

Job Description

Join the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) in Milwaukee as a Pension Plan Specialist. You'll protect workers' retirement futures by ensuring pension plans comply with federal laws like ERISA. This critical role involves complex analysis of plan documents, financial reports, and operational procedures to safeguard retirement benefits. Work in a dynamic environment where your expertise directly impacts the financial security of thousands of Americans.

Why Milwaukee? Enjoy the city's vibrant lakefront culture, affordable living, and proximity to major financial institutions. Federal employees receive exceptional benefits including retirement plans, health insurance, and work-life balance programs.

Responsibilities

  • Analyze pension plan documents for ERISA compliance and fiduciary responsibility
  • Conduct on-site examinations of plan operations and financial records
  • Investigate participant complaints and potential plan violations
  • Develop corrective action plans for non-compliant plans
  • Provide technical guidance to plan sponsors and fiduciaries
  • Prepare comprehensive examination reports with clear recommendations
  • Collaborate with legal teams on enforcement actions when necessary

Qualifications

  • Bachelor's degree in finance, accounting, business administration, or related field
  • 3+ years of pension plan administration or benefits compliance experience
  • Deep knowledge of ERISA, IRS regulations, and DOL reporting requirements
  • Strong analytical skills for complex financial data interpretation
  • Excellent written and verbal communication abilities
  • Federal security clearance eligibility required
  • Professional certification (e.g., CEBS, CCP) preferred

Required Skills

ERISA Compliance Pension Administration Financial Analysis Regulatory Reporting Fiduciary Responsibility Benefit Plan Auditing DOL Regulations Data Interpretation

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