Retirement Plan Consultant/Administrator

Job Locations US-WI-Green Bay | US-WI-Wausau | US-WI-Eau Claire
Job ID


At Wipfli, people count


Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.


People matter here and they feel it.


And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.


If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.


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  • Administration of retirement plans to include: reconcile assets, complete annual compliance testing, prepare periodic/quarterly client reports and year-end filings.
  • Process plan contributions, participant distribution and loan requests.
  • Assist clients and participants via telephone, email, website, and in person, with retirement plan related questions.
  • Assist with coordinating the conversion of new plans.
  • Consult with clients to prepare plan documents/amendments.
  • Work with FIS Relius support to maintain an understanding of and utilize various Relius Software.
  • Prepare Form 5500 for retirement, and health & welfare plans
  • Research resource material regarding DOL and IRS code, ERISA and other changes to retirement plans.
  • Attend workshops, read publications to stay current in field.


  • Bachelor’s degree in Business, Finance, or Accounting
  • 3+ years of retirement plan administration/recordkeeping preferred
  • Retirement plan designation 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 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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