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
Requirements
• 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.
In the 1980s, three like-minded practitioners in Shawano, WI, shared a vision of offering proactive, personalized tax and accounting services to local individuals and businesses. This shared commitment led to the founding of Fellman, Rose & Kerber in 1989. The idea was simple, but powerful: Serve the people in your community, Invest time in learning about your community’s needs, Understand their goals, ambitions, and challenges, Build relationships and encourage the local business communities, Provide only solutions that truly bring value, and Deliver solutions with professionalism, passion, and pride.
Forty years later, while we have continued to grow to meet the evolving needs of our clients, KerberRose remains steadfast in our commitment to these founding principles.
If you are looking for a Certified Public Accounting Firm that delivers world-class service and industry-leading expertise, give us a call today or stop by one of our local offices to discuss how we can help.
