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Partners, principals and associates

Gina Poland Wausau

500 N 1st St.
Wausau, WI 54403



Email: gpoland@wipfli.com

Gina Poland, QKA


Gina Poland is a manager in the employee benefit services practice.  She works primarily on the administration and consultation of 401(k) plans, profit sharing plans, and 403(b) plans for a variety of clients in various industries.


  • Qualified 401(k) Administrator (QKA)

Professional Memberships and Activities

  • United Way - Volunteer


Business consulting services

Areas of Focus

  • Third-party and daily administration of 401(k) plans
  • Compliance testing for single- and multiple-employer plans
  • Preparation of governmental returns including Forms 5500, 8955-SSA, 5558, 1099-R, 1099-MISC, and 945
  • Preparation of compilation reports and valuation of assets
  • Processing of 401(k) payrolls
  • Calculation of employer contributions including safe harbor, safe harbor match, profit sharing, discretionary match, self-employed, and cross-tested allocation
  • Reconciliation of plan assets and contributions
  • Processing of 401(k) distributions and loan requests
  • Preparation of welfare plan Form 5500 returns
  • Daily communication with plan sponsors, participants, and investment advisors


Northcentral Technical College
  • Associate degree in accounting
Upper Iowa University
  • Bachelor of science degree in accounting - Graduated summa cum laude
American Society of Pension Professionals & Actuaries
  • Retirement Plan Fundamentals certificate
  • Qualified 401(k) Administrator (QKA)