Retirement Plan Solutions

A full range of services to fit your needs

Retirement Plan Design, Compliance and Record Keeping Services

Wipfli offers solutions so your retirement plan meets the business goals of the employer as well as the personal needs of the plan participants. Services cover everything from plan design and investment program selection, through implementation and record keeping, to IRS and Department of Labor compliance.

Plan Design, Record Keeping, and Compliance

Selecting and implementing a retirement plan that’s right for your company’s business goals and right for you and your employee’s personal financial goals is essential to your business’ success.

Investment Advisory and Fiduciary Services

Today’s market environment makes it essential to utilize experienced, independent investment advisors to design, implement, and monitor the investment program of your retirement plan. The experienced investment consultants of Wipfli Hewins Investment Advisors provide independent, quality investment advisory services to Wipfli clients, not influenced by soft-dollar payment arrangements that can create conflicts of interest and lead to high cost investment products which the Department of Labor is so concerned about in today’s retirement plan marketplace.

Plan Audit Services

The Department of Labor is not only concerned about your plan’s investments, operations, and compliance, but they are also concerned about the quality of your independent plan auditor. As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, Wipfli’s benefit plan audit team provides benefit plan expertise that meets the higher quality standards of this Center and also meets the high standards expected by the Department of Labor.

Featured Expertise

Pamela Branshaw, CPA, CEBS

Pam Branshaw is responsible for the development of the employee benefits practice for Wipfli. She manages a firm wide staff that provides comprehensive record keeping services for over 600 retirement plans and 25 cafeteria plans, as well as providing consulting and plan document services to many other benefit plans.