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Wisconsin Retirement System Jobs in Iowa (NOW HIRING)

... (CRM) system, including pipeline tracking and referral activity. * Supports meeting preparation ... Wisconsin: $63,830 - $100,210 US Employees in all other states not listed above: $57,760 - $90,960 ...

... retirement plan with an employer contribution, fitness membership discount as well as use of ... system offering southwest Wisconsin a range of services within our various facilities. Our ...

... Retirement Plan PTO (Paid Time Off) Tuition Reimbursement Qualifications Education Doctorate ... system offering southwest Wisconsin a range of services within our various facilities. Our ...

... retirement plan with an employer contribution, fitness membership discount as well as use of ... system offering southwest Wisconsin a range of services within our various facilities. Our ...

... retirement plan with an employer contribution, fitness membership discount as well as use of ... system offering southwest Wisconsin a range of services within our various facilities. Our ...

Medical, Dental, and Vision Insurance * 401 (k) Retirement Program with company match * Life ... Wisconsin Pennsylvania Iowa/Kansas * Level of Touch: 100% No-touch freight, 70% drop & hook ...

Medical, Dental, and Vision Insurance * 401 (k) Retirement Program with company match * Life ... Wisconsin Pennsylvania Iowa/Kansas * Level of Touch: 100% No-touch freight, 70% drop & hook ...

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Wisconsin Retirement System information

What is the Wisconsin Retirement System?

The Wisconsin Retirement System (WRS) is a public pension plan that provides retirement, disability, and death benefits to employees of the state of Wisconsin, local governments, and participating public employers. Established in 1982, the WRS is managed by the Department of Employee Trust Funds (ETF) and covers over 600,000 current and former public employees. Participation is generally mandatory for eligible employees, and both employees and employers contribute to the plan. The system is designed to offer a secure and reliable source of income for public employees during retirement.

How long do you have to work for the state of Wisconsin to get a pension?

To qualify for a pension through the Wisconsin Retirement System, employees generally need to complete at least 5 years of credited service. The full retirement benefit is typically available after 30 years of service or at age 65 with a minimum of 5 years, depending on the specific plan provisions.

What is the difference between Wisconsin Retirement System vs Teacher Retirement System?

FeatureWisconsin Retirement SystemTeacher Retirement System
Primary MembershipPublic employees including state, local government workersEducators and school employees
CredentialsVaries by position, often includes public service credentialsTeaching certifications and education credentials
Work EnvironmentGovernment offices, public sectorSchools, educational institutions
UsageRetirement benefits for public sector employees in WisconsinRetirement benefits specifically for educators in Wisconsin

The Wisconsin Retirement System covers a broad range of public employees, while the Teacher Retirement System is dedicated specifically to educators. Both provide retirement benefits but serve different employee groups within Wisconsin's public sector.

What are some of the unique challenges faced by professionals working within the Wisconsin Retirement System (WRS)?

Professionals working within the Wisconsin Retirement System often navigate complex regulatory environments and must stay current on legislative changes that affect public employee benefits. A key challenge is ensuring accurate communication between the system, employers, and members to avoid errors in retirement calculations. Additionally, WRS roles frequently require collaboration across departments, such as finance, member services, and IT, to manage data integrity and provide high-quality service. Adapting to evolving technology while maintaining compliance and security is also a constant focus.

What are the key skills and qualifications needed to thrive as a Wisconsin Retirement System Benefits Specialist, and why are they important?

To thrive as a Wisconsin Retirement System Benefits Specialist, you generally need a solid understanding of retirement benefits, pension regulations, and customer service, typically supported by a relevant degree or experience in finance or public administration. Familiarity with pension management software, database systems, and proficiency in Microsoft Office Suite are commonly required technical skills. Strong communication, attention to detail, and problem-solving abilities distinguish top performers in this role. These skills are crucial for accurately processing benefits, advising members, and ensuring compliance with complex regulatory requirements.

What happens to WRS if I leave my job?

The Wisconsin Retirement System (WRS) is a pension plan for state and local government employees. If you leave your job before retirement, you can leave your contributions in the system to grow or choose to withdraw your contributions with possible penalties; however, your pension benefits are typically preserved until you qualify for retirement benefits based on your service and age. Vesting and eligibility for benefits depend on your years of service and plan rules.

Will Wisconsin retirees get a raise in 2026?

Wisconsin Retirement System retirees typically receive cost-of-living adjustments (COLAs) based on inflation and funding levels. However, COLA increases are not guaranteed every year and depend on the system's financial health and legislative decisions; there is no confirmed raise for 2026 at this time.
What are popular job titles related to Wisconsin Retirement System jobs in Iowa? For Wisconsin Retirement System jobs in Iowa, the most frequently searched job titles are:
Infographic showing various Wisconsin Retirement System job openings in Iowa as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Retirement Plan Support Specialist

Retirement Plan Support Specialist

UMB Financial

Dubuque, IA โ€ข On-site

$57K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago


Job description

The Retirement Plan Support Specialist plays a crucial role in supporting the Retirement Plan Advisors team. This position is responsible for providing comprehensive sales and service support, from prospecting and building compelling new business presentations to ensuring seamless client onboarding and ongoing service. This role requires a detail-oriented individual who can understand plan investments, fees, and design.

Howyou'llspend your time:

  • Prepare detailed analyses and proposals for prospective clients by gathering and interpreting plan sponsor investment and current fee data to create pricing, profitability, and benchmarking comparisons.
  • You will provide administrative support, includingactivities with third-party recordkeepers,the distribution of recurring plan investment reviews,andassistingin resolving client requests.
  • Responsible for the overall customer experience of the virtual education websites; ensuring ease of use and access, up-to-date information, and branding.
  • You will analyze target markets andidentifypotential new business opportunities, using tools such as FreeERISA,Larkspur, providing constructive feedback to sales team.
  • Maintains benchmarking software (FI360) by reviewing, updating, and inputting competitor performance and fee information.
  • You will assistin fee processing, invoice creation/distribution, andtimelycollection of advisory fees for Retirement Plan Services account relationships.
  • Provides timely updates and maintains accurate information in the customer relationship management (CRM) system, including pipeline tracking and referral activity.
  • Supports meeting preparation, sales events, travel, and expense reimbursements as needed.
  • You will helponboard new Advisors / retirement staff and updates onboarding materials and handbook for training where applicable.
  • You will perform other duties as assigned.

We'reexcited to talk to you if:

  • You possess aBachelor's Business Administration/Management, Economics,orFinance.
  • You have3-5 years within the financial services industry.
  • Or, combination of education and experience that provides an equivalent background.
  • You are proficient in using the Microsoft Office, particularly Excel, PowerPoint and Adobe suite.
  • You are detail oriented witha high levelof accuracy.
  • You show an understanding of financial services products, particularly related to retirement plans and investment products and services.
  • You have solidanalytical and problem-solving skills with the ability toidentifyproblems and recommendappropriate follow-upaction.
  • You have excellent organizational and time management skills.
  • You have excellent interpersonal skills that result inestablishingand maintaining good relations with internal and external customers throughout the entire sales process.
  • You have ability to work alone to get the job done as well as with a team to meet deadlines.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$69,920 - $109,460

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$63,830 - $100,210

US Employees in all other states not listed above:

$57,760 - $90,960

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


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