Appleton, WI, 54913, USA
1 day ago
Retirement Plan Advisor
Description We are looking for a detail-oriented Retirement Plan Administrator to join our team in Appleton, Wisconsin. This role involves ensuring compliance with recordkeeping standards, analyzing plan provisions, and delivering accurate data reports that meet quality benchmarks. The ideal candidate will be committed to growth and possess a strong knowledge of retirement plans. Responsibilities: • Maintain and ensure compliance with recordkeeping standards and plan provisions as outlined in individual plan documents. • Analyze and test retirement plan provisions to ensure adherence to regulatory and service standards. • Prepare and deliver accurate data reports within established quality guidelines. • Collaborate with internal teams to address compliance-related issues and improve processes. • Stay updated on industry trends and regulations to enhance effectiveness in delivering client expectations. • Support the administration of 401(k) and RRSP plans, ensuring proper procedures are followed. • Contribute to ongoing development efforts to deepen knowledge of retirement plan administration. • Assist in the management of retirement plans, ensuring all requirements are met. Requirements • Experience in administering 401(k) and RRSP retirement plans. • Strong understanding of retirement plan regulations and compliance standards. • Ability to analyze complex plan provisions and ensure alignment with regulatory requirements. • Excellent organizational skills and attention to detail for managing records and reports. • Strong communication skills to collaborate effectively with internal teams and external stakeholders. • Commitment to ongoing development in retirement plan administration. • Familiarity with compliance and service standards in the retirement plan industry. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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