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Retirement Plan Processor Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

... 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 ...

KOHLER

Manager - Benefits, Retirement Plans

Kohler, WI · On-site

This role provides leadership and direction to retirement plan analysts, ensuring operational excellence, compliance, and continuous improvement of plan administration processes. The Manager will ...

Kohler Co.

Manager - Benefits, Retirement Plans

Kohler, WI · On-site

$113K - $175K/yr

This role provides leadership and direction to retirement plan analysts, ensuring operational excellence, compliance, and continuous improvement of plan administration processes. The Manager will ...

The Salvation Army

Store Processor

Racine, WI

$11/hr

Store Processor - The Salvation Army Thrift Store About The Salvation Army The Salvation Army is an ... Part-Time Benefits Package Insurance & Financial Benefits * 403(b) retirement savings plan ...

UMB Financial

Tax-Retirement Analyst III

Milwaukee, WI · On-site

$51K - $75K/yr

Process adjustments to cost basis reporting related to the 1099 and corrections process * Manage ... plan including medical, dental, vision, and other insurance coverage; health savings, flexible ...

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Retirement Plan Processor information

What is the difference between Retirement Plan Processor vs Retirement Plan Administrator?

AspectRetirement Plan ProcessorRetirement Plan Administrator
CertificationsTypically requires industry-specific certifications or trainingOften holds certifications like CFP or CPFA
Work EnvironmentMostly in office, handling transactions and data entryInvolves oversight, client interaction, and compliance
Employer & Industry UsageCommon in financial services, retirement plan providersUsed in larger firms managing multiple plans
Primary ResponsibilitiesProcessing contributions, distributions, and account updatesPlan oversight, compliance, and client communication

The main difference is that Retirement Plan Processors focus on executing transactions and data entry, while Retirement Plan Administrators oversee plan compliance and client relations. Both roles are essential in the retirement industry but differ in scope and responsibilities.

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

Retirement Plan Processors often encounter challenges such as interpreting complex plan documents, ensuring compliance with evolving regulations, and managing tight deadlines for contributions and distributions. Staying detail-oriented and organized is crucial, as is keeping up-to-date with regulatory changes through ongoing training. Collaborating closely with compliance teams and utilizing robust workflow management tools can help address these challenges and ensure accuracy in daily processing tasks.

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

To thrive as a Retirement Plan Processor, you need a solid understanding of retirement plan regulations, attention to detail, and experience in financial or benefits administration, often supported by a relevant degree. Familiarity with recordkeeping platforms, compliance software, and proficiency in Microsoft Excel are typically required, and ASPPA or related certifications are advantageous. Strong organizational skills, effective communication, and problem-solving abilities help you excel in managing complex transactions and client inquiries. These skills and qualifications ensure accurate processing, regulatory compliance, and high-quality client service in a detail-oriented environment.

What does a retirement plan processor do?

A Retirement Plan Processor is responsible for handling the administrative tasks related to retirement savings plans, such as 401(k)s and pension plans. They process participant transactions like enrollments, contributions, distributions, and rollovers, ensuring compliance with federal regulations and plan rules. The role also involves maintaining accurate records, communicating with plan participants, and assisting with audits or reporting requirements. Attention to detail and knowledge of retirement plan laws are important in this position.
What are popular job titles related to Retirement Plan Processor jobs in Wisconsin? For Retirement Plan Processor jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Retirement Plan Processor jobs in Wisconsin look for? The top searched job categories for Retirement Plan Processor jobs in Wisconsin are:
What cities in Wisconsin are hiring for Retirement Plan Processor jobs? Cities in Wisconsin with the most Retirement Plan Processor job openings:
Retirement Plan Processor jobs near you
Infographic showing various Retirement Plan Processor job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Retirement Plan Service Consultant

KerberRose S.C.

Shawano, WI

Other

Medical, Dental, Vision, Retirement

Re-posted 9 days ago

Job description

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.


Apply