Retirement Plan Service Consultant

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first philosophy values relationships with our team, clients, and communities.

KerberRose Wealth Management is seeking a detail-oriented Retirement Plan Service Consultant to support our retirement plan team. This role focuses on onboarding new retirement plans, coordinating ongoing services, and supporting advisors and clients through a high-touch service model. The ideal candidate is organized, collaborative, and experienced in retirement plan operations.

Responsibilities

• Lead and coordinate onboarding of new retirement plans

• Serve as liaison between plan sponsors, recordkeepers, TPAs, and advisors

• Coordinate ongoing service schedules with the 401(k) advisor

• Prepare for and follow up on client meetings

• Manage service workflows and track deliverables

• Support advisors with plan administration and client communication

• Troubleshoot client issues and coordinate resolutions

• Maintain accurate CRM records and documentation

• Identify process improvements to enhance service delivery

• Collaborate with internal teams to ensure consistent service

• 5–10 years of experience in retirement plan services or administration

• Strong understanding of 401(k), 403(b), and retirement plans

• Experience working with recordkeepers, TPAs, and plan sponsors

• Strong organizational and project management skills

• Excellent communication skills

• Proficiency in Microsoft Office and CRM systems

• Professional designations (AIF®, CRPS®, QKA) preferred

Culture and Core Values

KerberRose offers a supportive and professional environment with a focus on growth and development. Our core values include Honesty, Integrity, Respect, Balanced Life, and Community Orientation.

Wellness at KerberRose

We offer a comprehensive benefits package including health, dental, vision, 401(k), and professional development opportunities.