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Retirement Plan Processor Jobs in Greenfield, WI

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 ...

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 ...

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All JobsRetirement Plan Processor JobsRetirement Plan Processor Jobs in Greenfield, WI

Retirement Plan Processor information

See Greenfield, WI salary details

$8

$15

$24

How much do retirement plan processor jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for retirement plan processor in Greenfield, WI is $15.90, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $18.27 per hour, depending on experience, location, and employer.

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 job categories do people searching Retirement Plan Processor jobs in Greenfield, WI look for? The top searched job categories for Retirement Plan Processor jobs in Greenfield, WI are:
What cities near Greenfield, WI are hiring for Retirement Plan Processor jobs? Cities near Greenfield, WI with the most Retirement Plan Processor job openings:
Retirement Plan Processor jobs near you

RETIREMENT BENEFITS SPECIALIST

Wilson-McShane Corp

Elm Grove, WI • On-site

$26.73/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Description:

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!


The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $26.73 per hour.


Essential Duties and Responsibilities include the following:

  • Calculate pension payment amounts
  • Provide participants with benefit estimates
  • Process pension applications
  • Explain pension benefits to participants
  • Interpret and follow the rules outlined in Plan Documents
  • Draft correspondence to participants
  • Answer incoming participant calls relating to the Pension Plans
  • Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals
  • Other duties and projects as assigned

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:

  • Low Deductible Health, Prescription Drug and Dental Benefits
  • Voluntary Vision, Accident, Critical Illness and Pet Insurance
  • Flexible Spending Account (FSA)
  • 401(k) and Roth 401(k)
  • Paid Holidays and Paid time off
  • Dependent Care Reimbursement Account
  • Life Insurance and AD&D
  • Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should demonstrate the following competencies:

  • Professionalism- Approaches others in a tactful manner; Reacts well under pressure; Accepts responsibilities for own actions; Follows through on commitments; Team Player.
  • Customer Service- Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance.
  • Quality- Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality; Takes pride in own work; Organized.
  • Quantity- Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Dependability- Follows instructions, responds to management direction; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Attendance/Punctuality- Is consistently at work and on time; Ensures work responsibilities are covered when absent.
  • Adaptability- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Ability to prioritize duties.
  • Communication- Speaks clearly; Listens and gets clarification; Responds well to questions; writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.

To perform the job successfully, an individual should have the following qualifications:

  • Bilingual in both English and Spanish is preferred.
  • Proficient in Microsoft Word and Excel.
  • Previous experience with retirement plans preferred. This includes understanding plan document language, experience with pension calculations, and comprehending legal documents.
  • Experience with Taft-Hartley Funds preferred.
  • Travel may be required up to 5%

If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today!

Requirements: