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Retirement Plan Consultant / Administrator

Bronfman Rothschild

in Appleton WI

Retirement Plan Consultant / Administrator

Spring 2019

Built on a legacy of multi-generational success and strength, Bronfman Rothschild is a trusted source of perspective and insight. Our deep expertise and uncommon commitment help clients, plan sponsors and participants navigate their path to financial confidence and peace of mind.  Unwavering commitment to long-term value and growth has proven effective over the years and will continue to define our approach to working with clients.

In addition to providing wealth advisory services, we have also been providing third party administration and consulting for over 35 years to qualified retirement plans and are currently looking for a Retirement Plan Consultant in our Appleton office.


  • Efficiently deliver quality service and products to clients
    • Administer qualified plan:
      • Process participant distributions and loans
      • Reconcile trust accounts and contributions
      • Perform nondiscrimination testing
      • Compliance testing
      • Calculate and allocate contribution
    • File appropriate government forms:
      • Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
    • Develop effective working relationships with clients and maintain client communications
    • Perform more complex technical work, conduct technical research
    • Direct and review the work of others in completing projects
    • Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor
  • Communicate interactively with team, office members and other support staff
  • Recognize opportunities for new business development and serve as a resource in pursuit of that business
  • Develop professionally through active participation in relevant community and professional organizations, pursue technical expertise in areas of interest for professional specialization
  • Stay current in firm and office operations
  • Comply with the continuing education requirements relevant to professional designation(s)


  • Bachelor’s degree in Business, experience in lieu of degree will be considered
  • Minimum five (5) to ten (10) years relevant work experience in the field of retirement plan administration preferred
  • Strong verbal and written communication skills
  • Microsoft Office skills required, experience with FIS Relius Administration software a plus
  • Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy and confidentiality


  • Salary, bonus potential, plus standard benefits package including health, dental, vision and 401(k)

How to Apply

Please apply online using this link.

This ad has been viewed 497 times. It expires on 6/2/2019.

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