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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 ...

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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

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$24

How much do retirement plan processor jobs pay per hour?

As of Aug 29, 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 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 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 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 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 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

Manager, Retirement Plan

Foley & Lardner LLP

Milwaukee, WI • On-site

$116K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 14 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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