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Retirement Plan Assistant Jobs in Wisconsin (NOW HIRING)

Foley & Lardner LLP

Manager, Retirement Plan

Milwaukee, WI · On-site

$116K - $175K/yr

Partner with actuaries, auditors, legal counsel, and third-party administrators to ensure compliance with ERISA and IRS regulations. * Assist employees and partners with retirement plan inquiries ...

Foley & Lardner LLP

Manager, Retirement Plan

Milwaukee, WI · Hybrid

$116K - $175K/yr

Partner with actuaries, auditors, legal counsel, and third-party administrators to ensure compliance with ERISA and IRS regulations. * Assist employees and partners with retirement plan inquiries ...

Foley & Lardner LLP

Manager, Retirement Plan

Milwaukee, WI · Hybrid

$116K - $175K/yr

Partner with actuaries, auditors, legal counsel, and third-party administrators to ensure compliance with ERISA and IRS regulations. * Assist employees and partners with retirement plan inquiries ...

Sentryinsurance

Retirement Plan Analyst

Madison, WI · On-site

Deliver department level projects or assist with cross-department projects, typically involving ... Engage retirement plan participants to assist in the completion of rollover requests What it Takes

Sentry Insurance

Retirement Plan Analyst

Madison, WI · On-site

Deliver department level projects or assist with cross-department projects, typically involving ... Engage retirement plan participants to assist in the completion of rollover requests What it Takes

Sentry Insurance

Retirement Plan Analyst

Madison, WI · On-site

Deliver department level projects or assist with cross-department projects, typically involving ... Engage retirement plan participants to assist in the completion of rollover requests What it Takes

Sentry Insurance

Retirement Plan Analyst

Madison, WI · Hybrid

What You'll Do As a Retirement Plan Analyst, you'll play a key role in assisting our sales ... * Assist in the sale of 401(k) and group products primarily through phone consultations and ...

Sentry Insurance

Retirement Plan Analyst

Madison, WI · On-site

Deliver department level projects or assist with cross-department projects, typically involving ... Engage retirement plan participants to assist in the completion of rollover requests What it Takes

Sentry

Retirement Plan Analyst

Stevens Point, WI · On-site

Deliver department level projects or assist with cross-department projects, typically involving ... Engage retirement plan participants to assist in the completion of rollover requests What it Takes

Sentry Insurance

Retirement Plan Analyst

Madison, WI · On-site

Deliver department level projects or assist with cross-department projects, typically involving ... Engage retirement plan participants to assist in the completion of rollover requests What it Takes

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Retirement Plan Assistant information

What does a retirement plan assistant do?

A Retirement Plan Assistant supports the administration of retirement plans, such as 401(k) or pension plans, for organizations and their employees. They handle tasks like processing enrollments, maintaining plan records, responding to participant inquiries, and ensuring compliance with regulations. Their role is crucial in ensuring that retirement plans run smoothly and participants receive accurate information and benefits. Retirement Plan Assistants often work closely with plan administrators, financial advisors, and HR departments.

What are some common challenges faced by retirement plan assistants and how can they be addressed?

Retirement Plan Assistants often encounter challenges such as managing high volumes of sensitive client data, keeping up with frequent regulatory changes, and ensuring timely processing of plan transactions. To address these, strong organizational skills, attention to detail, and ongoing training on retirement plan regulations are essential. Collaborating closely with plan administrators, financial advisors, and clients also helps ensure accuracy and efficiency in daily tasks, fostering a supportive team environment.

What are the key skills and qualifications needed to thrive as a retirement plan assistant, and why are they important?

To thrive as a Retirement Plan Assistant, you need a solid understanding of retirement plan regulations, attention to detail, and experience with financial documentation, typically supported by an associate’s or bachelor’s degree in finance or a related field. Familiarity with recordkeeping software, Microsoft Excel, and sometimes industry certifications like ASPPA’s Retirement Plan Fundamentals is common. Strong organizational skills, customer service orientation, and effective communication help you excel in supporting both clients and internal teams. These skills are essential for ensuring compliance, accurate plan administration, and positive client experiences.

What are the most commonly searched types of Retirement Plan jobs in Wisconsin?

The most popular types of Retirement Plan jobs in Wisconsin are:

What are popular job titles related to Retirement Plan Assistant jobs in Wisconsin?

For Retirement Plan Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Retirement Plan Assistant jobs in Wisconsin look for?

The top searched job categories for Retirement Plan Assistant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Retirement Plan Assistant jobs?

Cities in Wisconsin with the most Retirement Plan Assistant job openings:

Retirement Plan Assistant jobs near you

Manager, Retirement Plan

Foley & Lardner LLP

Milwaukee, WI • On-site

$116K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

Overview
Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It's a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.
The Manager, Retirement Plan leads the strategy, administration, and governance of the firm's retirement programs, ensuring compliance, operational excellence, and a positive participant experience. Acting as the primary retirement plan expert, this role collaborates across Talent, Payroll, Accounting, Finance, Legal, and external partners to manage plan operations, vendor performance, regulatory requirements, and process improvements. The position provides oversight of retirement plan data, reporting, audits, and participant services while supporting broader benefits initiatives and organizational objectives.
Responsibilities
Retirement Plan Administration
  • Serve as the firm's subject matter expert on retirement plans including defined contribution plans, cash balance plans, non-qualified plans.
  • Partner with actuaries, auditors, legal counsel, and third-party administrators to ensure compliance with ERISA and IRS regulations.
  • Assist employees and partners with retirement plan inquiries, education, distributions, retirement transitions, and benefit elections.
  • Oversee eligibility, enrollments, contributions, distributions, loans, beneficiary administration, and participant transactions.
  • Coordinate funding activities, budgets, compliance testing, audits, Form 5500 filings, and other regulatory reporting.
  • Support retirement committee activities, governance processes, plan reviews, and participant communications.
  • Develop reporting, metrics, and analyses to support decision-making and program effectiveness.
  • Serve as primary contact for retirement vendors, monitoring service delivery and resolving operational issues.
  • Ensure accurate retirement plan data is maintained across HRIS, payroll, and external recordkeeping systems.

HRIS, Data Integrity & Process Improvement
  • Validate data integrations, payroll deductions, contribution files, and system interfaces.
  • Support system updates, testing, annual enrollment activities, and vendor implementations.
  • Create and maintain process documentation, workflows, and operating procedures.
  • Identify and implement opportunities to improve efficiency, automation, reporting, and participant experience.

Benefits Administration Support & Coordination
  • Support health and welfare benefit administration, including medical, dental, vision, life, disability, and voluntary plans.
  • Assist with enrollments, life event changes, eligibility processing, and employee inquiries.
  • Partner with benefits team members and vendors to resolve escalated issues.
  • Serve as a backup resource for benefits administration activities and projects.
  • Maintain working knowledge of applicable benefits regulations, including ACA, COBRA, and HIPAA.

Qualifications
  • Bachelor's Degree required.
  • Minimum of eight (8) years of progressive experience administering retirement plans required.
  • Proven experience coordinating annual retirement plan cycles, including compliance activities including audits, nondiscrimination testing, regulatory reporting, plan reviews, participant communications and vendor deliverables.
  • Experience with health and welfare benefit administration and employee support.

In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The figures below represent the full compensation range for this position. The actual amount offered will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley. #LI-Hybrid
Milwaukee - $116,900 - $175,400
Chicago, Dallas - $128,600 to $192,900

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