• Consultant - Retirement Plan Services

    Job Locations US-WI-Green Bay | US-WI-Milwaukee | US-WI-Fox Cities | US-WI-Wausau | US-WI-Eau Claire
    Job ID
  • Overview

    Create lasting, positive impact.

    By considering Wipfli LLP, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.


    Wipfli has a broad national footprint with offices coast to coast — and we’re still growing! As an associate, you’ll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You’ll also have the flexibility and technology to work wherever you are, whether it’s at home or in our clients’ offices, or switching Wipfli offices if you’re looking to move across the country.


    Join a company focused on giving back to the greater good — at Wipfli, we’re committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com. Wipfli, LLP is currently looking for a Consultant, Retirement Plan Services to join our Green Bay, WI team.


    • Prepare valuations of retirement plans to include: reconcile assets, compute various calculations, complete appropriate testing, prepare periodic/quarterly employer (client) reports and year-end filings, and prepare reports for the Internal Revenue Service (IRS) and Department of Labor (DOL).
    • Consult with client to prepare plan documents and plan amendments to meet client needs and objectives while remaining in compliance with legal requirements.
    • Assist clients and participants via telephone, email, website, and in person, with questions regarding retirement plan distributions, contributions, earnings, and fees.
    • Provide technical support and consulting to clients regarding the installation of new plans and takeover plans.
    • Work with FIS Relius Support to maintain an understanding of and utilize various Relius software programs.
    • Prepare and review Forms 5500 and 1099s for retirement, cafeteria, and health and welfare plans, including researching issues and interpreting Department of Labor and tax code and evaluating proper completion of returns.
    • Study resource material regarding DOL and IRS code, ERISA and other changes to Retirement Plans, Health and Welfare Plans, Cafeteria Plans and use same to research ERISA issues
    • Attend workshops, reads publications to stay current in field.


    • Bachelor’s degree in Finance or Accounting, or Associate’s Degree in Business or Accounting with at least 3 years of retirement plan consulting and/or recordkeeping experience
    • Certified Employee Benefit Specialist or similar ASPPA certification preferred
    • Experience with Relius Software Suite preferred
    • Valid Driver’s License required
    • Must be detail oriented
    • Must possess knowledge and practicable application ability with retirement plan services, plan design, and record keeping processes and procedures.
    • Ability to analyze data and recommend solutions, using independent judgment and decision making to compare alternative plan designs and recommend approach to meet the client’s objectives
    • Ability to work under pressure and time deadlines
    • Ability to work independently and with teams of various associates
    • Ability to communicate effectively with clients and participants in person, over the telephone, and via email


    Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.


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