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Retirement Plan Processor Jobs in Wisconsin (NOW HIRING)

Merchants Bank

Mortgage Loan Processor I

Onalaska, WI · On-site

$37K - $51K/yr

... retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary ... Process and analyze documents received for mortgage loans. Load and categorize documents into the ...

Merchants Bank

Mortgage Loan Processor I

Eau Claire, WI · On-site

$39K - $54K/yr

... retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary ... Process and analyze documents received for mortgage loans. Load and categorize documents into the ...

mgx

Mortgage Loan Processor I

Lakeville, MN

$41K - $57K/yr

... retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary ... Process and analyze documents received for mortgage loans. Load and categorize documents into the ...

Sierra Pacific Industries

Engineer - Process

Medford, WI · On-site

$70K - $115K/yr

We train and promote from within Excellent low-cost health benefits Retirement plan with employer ... Currently, we are seeking a qualified Process Engineer to work collaboratively with our ...

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

Provide day-to-day service and support for existing retirement plan clients, ensuring a high level ... processed accurately and on time. * Maintain accurate notes and updates in CRM and other firm ...

Applied Engineering

Process Engineer

Fond Du Lac, WI

$97K - $112K/yr

COMPANY OVERVIEW Process Engineer | Ripon, WI Applied Engineering, Inc. is seeking a motivated and ... Competitive salary * 401K retirement plan * Paid time off and paid holidays * Tuition reimbursement

Applied Engineering

Process Engineer

Appleton, WI

$97K - $112K/yr

COMPANY OVERVIEW Process Engineer | Ripon, WI Applied Engineering, Inc. is seeking a motivated and ... Competitive salary * 401K retirement plan * Paid time off and paid holidays * Tuition reimbursement

Applied Engineering

Process Engineer

Oshkosh, WI

$97K - $112K/yr

COMPANY OVERVIEW Process Engineer | Ripon, WI Applied Engineering, Inc. is seeking a motivated and ... Competitive salary * 401K retirement plan * Paid time off and paid holidays * Tuition reimbursement

Applied Engineering

Process Engineer

Ripon, WI · On-site

$97K - $112K/yr

COMPANY OVERVIEW Process Engineer | Ripon, WI Applied Engineering, Inc. is seeking a motivated and ... Competitive salary * 401K retirement plan * Paid time off and paid holidays * Tuition reimbursement

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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.

HEALTHCARE ECONOMICS ANALYST - ASPIRUS HEALTH PLAN

ASPIRUS HEALTH

Wausau, WI • On-site

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Aspirus Health rating

6.5

Company rating: 6.5 out of 10

Based on 259 frontline employees who took The Breakroom Quiz

605th of 887 rated healthcare providers

Job description

Compassion. Accountability. Collaboration. Foresight. Joy.
These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day.
Aspirus Health in Wausau, WI is seeking a HEALTHCARE ECONOMICS ANALYST to join our Health Plan team!
Healthcare economics analysts are responsible for analyzing large datasets, such as claims and electronic health records, to identify patterns and trends in healthcare costs and utilization. This involves researching business problems quantitatively and using reporting tools to assess health plan performance and medical expense trends. They also develop models and reports, including building datasets for analyzing medical cost trends, creating statistical models and financial reports, and developing repeatable Excel models and self-service dashboards. Providing medical and pharmacy financial and utilization reports and presenting findings to leadership are also key responsibilities. Collaboration is essential, as analysts work with various departments like finance, network pricing, and clinical teams. They collaborate with partners to support decision making and provide clear presentations of their analysis. Furthermore, they focus on problem-solving and strategic initiatives by interpreting drivers of healthcare trends, identifying opportunities for cost reduction, developing analyses for strategic initiatives, and communicating findings to management.
HOURS: Full Time or 1.0 FTE, 80 hours every pay period - day shift
Experience/Qualifications
  • Bachelor's degree required in economics, health economics, actuarial science or related quantitative discipline.
  • 3-5+ years of programming experience in a professional and / or education setting.
  • Programing experience in either SQL, Python, or R beginning or intermediate level.
  • Experience with data reporting and analysis. Research and analyze financial data to draw conclusions and provide consultation to internal and external partners for use in administering specific programs and processes related to medical expense and utilization.
  • Proven excellent analytical and problem-solving skills, excellent attention to detail and accuracy.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven intermediate Excel skills.
  • List any required credentials, including governing body. Outlining if it is required upon hire, or within a certain time frame also if it is to be continuously maintained. (Ex. - licensure required upon hire and continuously maintained by employee.)
  • (For required resuscitation credentials please use the following verbiage & update required licensure) Current BLS/ACLS/PALS/NRP Certification or obtained within 90 days of hire (See Cardiopulmonary Resuscitation Training Policy).

Employee Benefits
  • Full benefits packages available for part- and full-time status.
  • PTO accrual from day one!
  • Generous retirement plan with match available.
  • Wellness program for employees and their families.

Our Mission: We heal people, promote health and strengthen communities.
Our Vision: Aspirus is a catalyst for creating healthy, thriving communities, trusted and engaged above all others.
As an Aspirus team, we demonstrate caring, we plan to impact the future, work with happiness and enthusiasm, recognize our power to make a difference and improve the health of our communities.
Aspirus Health is a nonprofit, community-directed health system based in Wausau, Wisconsin, serving northeastern Minnesota, northern and central Wisconsin and the Upper Peninsula of Michigan. The health system operates 18 hospitals and 130 outpatient locations with nearly 14,000 team members, including 1,300 employed physicians and advanced practice clinicians. For more information visit aspirus.org.
Click here to learn more.

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