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Retirement Plan Administrator Jobs in Appleton, WI

Amcor

Benefits Administrator

Oshkosh, WI · On-site

Execute standard benefit and retirement plan corrections * Generate periodic financial reporting to internal Amcor stakeholders for budgeting purposes WHAT WE VALUE * Ability to perform multi-tasks ...

Amcor plc

Benefits Administrator

Oshkosh, WI · On-site

Execute standard benefit and retirement plan corrections * Generate periodic financial reporting to internal Amcor stakeholders for budgeting purposes WHAT WE VALUE * Ability to perform multi-tasks ...

Actalent

Project Administrator

Kaukauna, WI

$28 - $33/hr

Project Administrator The Project Administrator supports the successful delivery of projects by ... Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax ...

Kunes RV

Warranty Administrator - Kunes RV

Neenah, WI · On-site

As a Warranty Administrator , you will prepare, record, and submit warranty claims to the factory ... Plan for your future with our retirement savings options. * Paid Time Off (PTO) : Recharge and ...

Kunes RV

*Warranty Administrator - Kunes RV

Neenah, WI · On-site

As a Warranty Administrator , you will prepare, record, and submit warranty claims to the factory ... Plan for your future with our retirement savings options. * Paid Time Off (PTO) : Recharge and ...

Kunes RV

Warranty Administrator - Kunes RV

Neenah, WI · On-site

As a Warranty Administrator , you will prepare, record, and submit warranty claims to the factory ... Plan for your future with our retirement savings options. * Paid Time Off (PTO) : Recharge and ...

Kunes Auto Group

Business Development Admin

Neenah, WI

$18 - $24/hr

Description BUSINESS DEVELOPMENT ADMIN (BDA) Competitive Pay | Career Growth | Paid Training Why ... Medical, Dental, and Vision Insurance * 401(k) Retirement Plan with Company Match * Paid Time Off

Kunes Auto Group

Business Development Admin

Neenah, WI · On-site

$18 - $24/hr

Description BUSINESS DEVELOPMENT ADMIN (BDA) Competitive Pay | Career Growth | Paid Training Why ... Medical, Dental, and Vision Insurance * 401(k) Retirement Plan with Company Match * Paid Time Off

Kunes RV

Business Development Admin

Neenah, WI · On-site

$18 - $24/hr

BUSINESS DEVELOPMENT ADMIN (BDA) Competitive Pay | Career Growth | Paid Training Why Kunes Auto ... Medical, Dental, and Vision Insurance * 401(k) Retirement Plan with Company Match * Paid Time Off

Kunes RV

Business Development Admin

Neenah, WI · On-site

$18 - $24/hr

Job Type Full-time Description BUSINESS DEVELOPMENT ADMIN (BDA) Competitive Pay Career Growth Paid ... Medical, Dental, and Vision Insurance * 401(k) Retirement Plan with Company Match * Paid Time Off

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All JobsRetirement Plan Administrator JobsRetirement Plan Administrator Jobs in Appleton, WI

Retirement Plan Administrator information

What does a retirement plan administrator do?

A Retirement Plan Administrator is responsible for managing employer-sponsored retirement plans, such as 401(k)s or pension plans. Their duties include ensuring regulatory compliance, processing contributions and distributions, preparing required reports, and assisting employees with plan-related questions. They also coordinate with third-party vendors and help employers design and maintain retirement plan options that meet legal requirements and organizational goals.

What are the key skills and qualifications needed to thrive as a retirement plan administrator?

To thrive as a Retirement Plan Administrator, you need strong analytical skills, knowledge of ERISA regulations, and experience with retirement plan documentation, typically backed by a degree in finance, accounting, or a related field. Proficiency with retirement plan management software, compliance systems, and certifications like QKA or ASPPA are often required. Exceptional attention to detail, problem-solving abilities, and effective communication with clients and stakeholders make someone stand out in this role. These skills ensure accurate plan administration, regulatory compliance, and high-quality client service, which are critical for the success and legal integrity of retirement benefit programs.

What are some common challenges faced by retirement plan administrators, and how can they be managed effectively?

Retirement Plan Administrators often encounter challenges such as staying updated with frequently changing regulations, managing complex plan documents, and ensuring accurate recordkeeping for compliance. Effective management involves continual professional development, leveraging specialized retirement plan software, and maintaining open communication with plan sponsors and participants. Collaborating closely with legal and financial advisors also helps to address regulatory complexities and foster a smooth plan administration process.

What is the difference between Retirement Plan Administrator vs Pension Analyst?

AspectRetirement Plan AdministratorPension Analyst
CredentialsCertifications like CEBS or ERPA often preferredCertifications like CEBS or actuarial credentials common
Work EnvironmentTypically in HR or benefits departments, handling plan administrationUsually in finance or actuarial teams, analyzing pension data
Employer & Industry UsageUsed by financial services, corporations, and third-party administratorsCommon in consulting firms, insurance companies, and pension funds

While both roles involve pension and retirement plans, the Retirement Plan Administrator primarily manages plan operations and compliance, whereas the Pension Analyst focuses on analyzing pension data and financial projections. The roles often overlap in credentials and industry usage, but their core responsibilities differ.

What are popular job titles related to Retirement Plan Administrator jobs in Appleton, WI?

For Retirement Plan Administrator jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Administrator jobs in Appleton, WI look for?

The top searched job categories for Retirement Plan Administrator jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Retirement Plan Administrator jobs?

Cities near Appleton, WI with the most Retirement Plan Administrator job openings:

Retirement Plan Administrator jobs near you
Infographic showing various Retirement Plan Administrator job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution.

ESOP Retirement Plan Administrator - Assistant

ESOP Partners

Appleton, WI • On-site

Full-time

Re-posted 2 days ago

Job description

Assistant ESOP Administrator
DEPARTMENT: ESOP Services
SUPERVISOR: Client Services Manager
ESOP Partners, Inc. is a third-party administration and consulting firm dedicated to providing a liquid business transition solution for owners of closely held businesses through the establishment, maintenance, and sustainability of Employee Stock Ownership Plans (ESOPs). Our mission is to maximize the financial and cultural benefits of employee ownership by helping ESOP companies build strong, informed, and engaged employee ownership cultures.
We aspire to be nationally recognized as the leading ESOP firm in the country. We pursue this vision through our Core Values:
  • Seek to Understand - We identify the underlying reasons behind questions and actions and take ownership of continuous learning and improvement.
  • Manage Expectations - We proactively communicate clear, specific, and achievable objectives to create alignment and accountability.
  • Collaborate - We work together through constructive discussion and teamwork to achieve win-win outcomes.
  • Get Things Done - We prioritize, organize, and execute efficiently to deliver accurate and timely results.
  • Practice Professional Skepticism - We apply a questioning mindset to objectively analyze information for quality and accuracy.
  • Exhibit Mental Strength - We manage challenges with professionalism, resilience, and a solutions-oriented attitude.

POSITION SUMMARY
The Assistant ESOP Administrator supports client service and internal teams by performing key plan administration functions, including census reconciliation, eligibility determination, basic trust accounting, required reporting (1099-R and 945), recordkeeping distributions, and preparation of client mailings.
This role is responsible for delivering accurate, timely, and compliant work that meets established quality standards in a deadline-driven environment. Success requires strong attention to detail, accountability, effective prioritization, and a commitment to ongoing ESOP education and professional development to enhance expertise and client service.
POSITION DETAILS
Location: In-office position based in Appleton, Wisconsin
Position Type: Full-time | Exempt
Work Schedule: This role has a seasonal workload and requires the ability to work more than 45 hours per week during the peak period of January through May annually.
Experience Level: Entry Level
KEY ACCOUNTABILITIES
Essential duties include, but are not limited to:
  • Responsible for individual production results as well as contribution to busy season goals for the ESOP administration team.
  • Census data reconciliation.
  • Determines which employees have met plan eligibility provisions determined by the plan document.
  • Reports basic trust activities occurring within ESOP or accrued for the reporting period.
  • Responsible for preparing control list and other documents relating to the mailing of statements.
  • Responsible for documenting distributions, tracking forms received, and entering them into our proprietary software.
  • Responsible for following up on payment files.
  • Responsible for preparing the 1099Rs and 945 for ESOP clients.
  • May attend ESOP industry conferences, events, seminars, etc. to increase ESOP knowledge and skills.
  • Consistently perform all duties in alignment with ESOP Partners' Core Values

QUALIFICATIONS
Knowledge and Skills:
  • Demonstrates a strong desire to learn and develop ESOP knowledge by taking ownership of professional growth, applying feedback, and continuously improving.
  • Communicates proactively, clearly, and consistently with team members, administrators, and leadership to keep stakeholders informed of project status, deadlines, next steps, and potential obstacles.
  • Builds effective working relationships by adapting communication style to different audiences, remaining open to diverse perspectives, and collaborating respectfully with others.
  • Communicates professionally and respectfully in both verbal and written interactions with internal and external stakeholders.
  • Effectively utilizes Standard Operating Procedures (SOPs) and established processes to complete work accurately and consistently.
  • Manages multiple priorities by organizing work effectively, meeting deadlines, and adjusting priorities as business needs change.
  • Demonstrates strong proficiency in Microsoft Office applications, with an emphasis on Microsoft Excel.
  • Maintains a high level of organization and attention to detail to produce accurate, high-quality work.

Education and Experience:
  • Bachelor's degree in Math, Finance, Accounting, Economics, or a related field.
  • Will consider an applicant with an Associate degree along with demonstration of strong analytical skills and excellent Excel skills and/or relevant prior experience.
  • Experience with benefits administration or retirement plans is preferred.

PHYSICAL AND COGNITIVE REQUIREMENTS
  • Ability to sit for extended periods and work at a computer
  • Ability to analyze complex information and exercise sound judgment
  • Ability to maintain focus and accuracy in a deadline-driven environment

PERFORMANCEW EXPECTATIONS
Performance in this role will be evaluated based on:
  • Accuracy, quality and timeliness of work product
  • Accountability and ownership of production hours
  • Adherence to ESOP Partners' Core Values
  • Effectiveness of professional communication

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