Description 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.