Retirement Plan Consultant/Administrator

Job Locations US-WI-Green Bay | US-WI-Wausau | US-WI-Eau Claire
Job ID
2019-3087
Category
Consulting

Overview

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.

 

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 

Responsibilities

  • 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.

Qualifications

  • 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.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Don’t See Your Dream Job? Connect With Us!

Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time?

Use the Connect with us feature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available.