Retirement Plan Consultant

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Responsibilities:

• Administration of retirement plans including preparation and review of annual plan administration, compliance testing, periodic/quarterly client and participant reports, and IRS & DOL returns and reports.
• Calculate and allocate plan contributions, process participant distribution and loan requests.
• Assist clients and participants with retirement plan related questions.
• Consult with clients to design and prepare plan documents/amendments.
• Work with a variety of record-keeping platforms to provide third party administration services.
• Prepare and review Form 5500 for retirement, and health and welfare plans.
• Research resource material regarding DOL and IRS code, ERISA and other changes to retirement plans.

Qualifications:

• Bachelor's degree in Business, Finance, or similar field.
• 3 - 5 years of retirement plan administration.
• Relius Software Suite experience required.
• Proficiency with Microsoft Office products, especially Word, Excel, and Teams.
• Must be detail oriented and maintain high levels of accuracy.
• Knowledge and practicable application ability with retirement plan services, plan design, and record keeping processes and procedures.
• Effective communication skills, both written and verbal.

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.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $55,000 to $80,000. Compensation within the range is determined by a variety of factors including, but not limited to location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
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