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Retirement Plan Manager Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ...

Evergreen Retirement Community

Home Health Nurse

Oshkosh, WI · On-site

$37.50 - $42.50/hr

... retirement plan matching, and much more! Pay is hourly and not per visit. The wage range for LPN is ... Teaching the client and family members about proper care and effective management of medical ...

Evergreen Retirement Community

Home Health Nurse

Oshkosh, WI · On-site

$37.50 - $42.50/hr

... retirement plan matching, and much more! Pay is hourly and not per visit. The wage range for LPN is ... Teaching the client and family members about proper care and effective management of medical ...

Evergreen Retirement Community

Home Health Nurse

Oshkosh, WI · On-site

$37.50 - $42.50/hr

... retirement plan matching, and much more! Pay is hourly and not per visit. The wage range for LPN is ... Teaching the client and family members about proper care and effective management of medical ...

Productive Living Systems

Program Manager

Green Bay, WI · On-site

$21/hr

Program Manager Full Time - $21.00/hr 1st Shift Sign-On Bonus of $500 Are YOU ready to make a ... Retirement Plan: Eligible employees are automatically enrolled in the Productive Living Systems ...

Productive Living Systems

Program Manager

Appleton, WI · On-site

$21/hr

Program Manager Full Time - $21.00/hr 1st Shift Sign-On Bonus of $500 Are YOU ready to make a ... Retirement Plan: Eligible employees are automatically enrolled in the Productive Living Systems ...

Buffalo Wild Wings

Kitchen Manager

Bellevue, WI · On-site

Paid Time Off* * 401(k) Retirement Plan* * Tuition Benefits* * Medical, Dental and Vision ... Preferably, you have 2 years of restaurant, bar, or kitchen management experience. * You have a ...

Buffalo Wild Wings

Kitchen Manager

Bellevue, WI

Paid Time Off* * 401(k) Retirement Plan* * Tuition Benefits* * Medical, Dental and Vision ... Preferably, you have 2 years of restaurant, bar, or kitchen management experience. * You have a ...

Buffalo Wild Wings

Kitchen Manager

Bellevue, WI · On-site

Paid Time Off* * 401(k) Retirement Plan* * Tuition Benefits* * Medical, Dental and Vision ... Preferably, you have 2 years of restaurant, bar, or kitchen management experience. * You have a ...

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Retirement Plan Manager information

See Appleton, WI salary details

$23.4K

$70.4K

$126.1K

How much do retirement plan manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for retirement plan manager in Appleton, WI is $70,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,506.00 and $88,271.00 per year, depending on experience, location, and employer.

What does a Retirement Plan Manager do?

A Retirement Plan Manager oversees the administration, compliance, and performance of employer-sponsored retirement plans, such as 401(k) or pension plans. They ensure the plan follows regulations, coordinate with plan providers, and assist employees in understanding their retirement benefits. Additionally, they analyze investment options, monitor contributions, and work to optimize plan efficiency. Their role helps organizations provide competitive retirement benefits while ensuring legal compliance and financial stability.

What are the key skills and qualifications needed to thrive as a Retirement Plan Manager?

To thrive as a Retirement Plan Manager, you need in-depth knowledge of retirement plan administration, ERISA regulations, and financial planning, often supported by a bachelor's degree in finance, business, or a related field. Familiarity with recordkeeping software, compliance management tools, and certifications like QKA or Certified Retirement Plan Specialist is highly valued. Strong interpersonal skills, attention to detail, and proactive communication are key soft skills for coordinating with plan sponsors, participants, and vendors. These strengths are crucial for ensuring plans are compliant, participants are well-informed, and organizational goals are met efficiently.

What are the most commonly searched types of Retirement Plan jobs in Appleton, WI?

The most popular types of Retirement Plan jobs in Appleton, WI are:

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

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

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

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

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

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

Retirement Plan Manager jobs near you
Infographic showing various Retirement Plan Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $70,439 per year, or $33.9 per hour.

Retirement Plan Service Consultant

KerberRose S.C.

WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 23 days ago

Job description

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.
KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.
Responsibilities
• Lead and coordinate onboarding of new retirement plans
• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors
• Coordinate ongoing service schedules with the 401(k) advisor
• Prepare for and follow up on client meetings
• Manage service workflows and track deliverables
• Support advisors with plan administration and client communication
• Troubleshoot client issues and coordinate resolutions
• Maintain accurate CRM records and documentation
• Identify process improvements to enhance service delivery
• Collaborate with internal teams to ensure consistent service
Requirements
• 5-10 years of experience in retirement plan services or administration
• Strong understanding of 401(k), 403(b), and retirement plans
• Experience working with recordkeepers, TPAs, and plan sponsors
• Strong organizational and project management skills
• Excellent communication skills
• Proficiency in Microsoft Office and CRM systems
• Professional designations (AIF®, CRPS®, QKA) preferred
Culture and Core Values
KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.
Wellness at KerberRose
We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.

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