Retirement Plan Senior Consultant

Milwaukee, WI

Posted 36 months ago

Position No Longer Available

Email Job

Position No Longer Available

Email Job

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 (https://www.glassdoor.com/Reviews/Wipfli-Reviews-E39271.htm) to hear what people are saying about employment at Wipfli! Responsibilities: * Prepare valuations of retirement plans to include: reconcile assets, compute various calculations, complete appropriate testing, prepare periodic/quarterly employer (client) reports and year-end filings, and prepare reports for the Internal Revenue Service (IRS) and Department of Labor (DOL). * Consult with client to prepare plan documents and plan amendments to meet client needs and objectives while remaining in compliance with legal requirements. * Assist clients and participants via telephone, email, website, and in person, with questions regarding retirement plan distributions, contributions, earnings, and fees. * Provide technical support and consulting to clients regarding the installation of new plans and takeover plans. * Work with FIS Relius Support to maintain an understanding of and utilize various Relius software programs. * Prepare and review Forms 5500 and 1099s for retirement, cafeteria, and health and welfare plans, including researching issues and interpreting Department of Labor and tax code and evaluating proper completion of returns. * Study resource material regarding DOL and IRS code, ERISA and other changes to Retirement Plans, Health and Welfare Plans, Cafeteria Plans and use same to research ERISA issues * Attend workshops, reads publications to stay current in field. Qualifications: * Bachelor's degree in Finance or Accounting, or Associate's Degree in Business or Accounting with at least 3 years of retirement plan consulting and/or recordkeeping experience * Certified Employee Benefit Specialist or similar ASPPA certification 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 work independently and with teams of various associates * 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 identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Don't See Your Dream Job? Connect With Us! Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time? Use thefeature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available. (https://careers-wipfli.icims.com/connect?back=intro&in\_iframe=1&hashed=-435708796) Job LocationsUS-WI-Eau Claire | US-WI-Green Bay | US-WI-Wausau | US | US-MN-Minneapolis | US-WI-Milwaukee | US-WI-Madison | US-WI-Fox Cities | US-IL-Lincolnshire Job ID 2020-3572 Category Consulting

Position No Longer Available

Job Summary

Company

Wipfli LLP

Start Date

As soon as possible

Employment Term and Type

Regular, Full Time

Required Education

Associate Degree

Required Experience

3+ years