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Retirement Plan Specialist/Administrator-Remote

Company: Wipfli
Location: Eau Claire
Posted on: September 3, 2020

Job Description:

At Wipfli, people count Our people are core to everything we do - the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all. People matter here and they feel it. And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working. There's purpose in this wonder. It makes us better. It makes us Wipfli. If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you. Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli Essential Responsibilities : Administration of retirement plans to include: trust reconciliation, annual compliance testing, preparation of periodic/quarterly client and participant reports, and IRS & DOL returns and reports. Process plan contributions, participant distribution and loan requests. Assist clients and participants via telephone, email, website, and in person, with retirement plan related questions. Assist with the implementation of new plans and conversion of existing plans and transfers. Collaborate with other team members. Maintain an understanding of and utilize various Relius and ftWilliam software solutions. Work with a variety of recordkeeping platforms to provide third party administration services. Prepare Form 5500 for retirement, and health & welfare plans Attend workshops, read publications to stay current in field. Qualifications: Bachelor's degree in Business, Finance, or Accounting 3 years of retirement plan administration/recordkeeping preferred Retirement plan designation preferred Experience with Relius Software Suite preferred Valid Driver's License required Must be detail oriented Must possess knowledge and practicable application ability with retirement plan services, plan design, and record keeping processes and procedures. Ability to analyze data and recommend solutions, using independent judgment and decision making to compare alternative plan designs and recommend approach to meet the client's objectives Ability to work under pressure and time deadlines Ability to communicate effectively with clients and participants in person, over the telephone, and via email Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Keywords: Wipfli, Eau Claire , Retirement Plan Specialist/Administrator-Remote, Other , Eau Claire, Wisconsin

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