Build a better workplace
Creating — and keeping — a roster of high-performing, passionate people is far from simple. Time, training and technology all play a role in cultivating a qualified workforce but are difficult to balance against stringent regulations and budgetary requirements.
You don’t have to go it alone. With Wipfli, you can outsource executive-level roles and responsibilities or operational work, deciding where you need support.
Why Wipfli
From talent management, to compliance, to navigating employee benefits, our specialists will help you increase employee engagement and give you the time to focus on what you do best — running your organization. Outsourcing HR with Wipfli gives you:
- On-demand expertise: Tap into our specialized knowledge and skills when you need them, without taking on the overhead costs of a fulltime team member.
- Flexibility and scalability: Scale your HR team up or down to match demand.
- Cost control: We help you minimize your fixed costs.
- Objective insights: Our outside perspective can help you make unbiased assessments during sensitive situations.
- Less risk: Our focus on compliance helps you stay up to date on best practices.
Breakdown of our services
While you’re focused on the core business, we can handle functional HR tasks:
- Talent acquisition: Job descriptions, behavioral assessments and onboarding/offboarding
- Talent management: Compensation management, learning plans, goal setting and coaching
- Compliance: Employee handbooks, policies, communication and reporting
- HR software selection: HR information systems and payroll solutions
- Benefits enrollment and administration: Broker partnerships, plan design/review and establish efficient systems for enrollment and monitoring.
Our strategic-level HR services give your organization strategic insights and best practices that can differentiate you from the competition. We help oversee human resource functions, promote inclusion and create effective people strategies and plans. Our services include:
- Chief human resources officer (CHRO): As a part or full-time addition to your team, an outsourced CHRO helps you focus on big-picture strategies and become a sought-after employer. We also offer executive coaching and mentorship for your HR team members.
- Role alignment: We help ensure your organizational structure and workforce plans match your processes and operational goals — and that they’re optimized for efficiency and effectiveness.
- Talent management: We assist with compensation administration, performance management, employee development plans, goal setting and coaching.
- Compensation and benefits plans: We help you create competitive compensation plans, benefits and retirement plans.
- Culture: We assess your HR processes and culture and help you design desirable employee experiences.
Wipfli’s outsourced human resources services help your organization be strategic and compliant in offering competitive compensation and benefits.
Payroll solutions
Save time and money with a tailored human capital management solution. Our HCM team can work with you to implement a single sign-on option for managing the entire life cycle of an employee. Solutions include:
- HR and payroll solutions: Human resources, payroll, payroll tax filings, benefits enrollment and administration
- Workforce management solutions: Time and labor management, scheduling, expense management
- Talent management solutions: Compensation management, learning management systems, performance management
Employee benefit plan services
Our turnkey retirement plan services give organizations clarity and reliability in delivering efficient, competitive benefits. Wipfli’s employee benefit professionals use a CPA foundation to support financial success by providing quality retirement plan services, including:
- Third-party administration and recordkeeping services
- Plan design, consulting, compliance and reporting
- 401(k) profit sharing plans and integrating 401(k) benefits with payroll
- Defined benefit plans, including cash balance plans
- 403(b) and 457 plans for tax-exempt employers
- Solo 401(k) and cash balance combo plans
We deliver compliance testing services and preparation of Form 5500, along with other IRS and DOL reporting. We also support plan sponsors and trustees with eligibility monitoring, contribution calculations, plan reviews and consulting services, and we provide plan participants with website assistance and distribution support.
Our team
Christina Klein Trapp, CPA, MST
Christina Klein Trapp brings over 25 years of leadership experience to our team. She has partnered with businesses of all sizes to realize creative, innovative financial solutions ranging from chief financial officer (CFO) and controller services to tax planning and business advisory solutions.
Erika Young, CRPS®, CPFA, AIF®
Erika Young is the principal in charge of Wipfli’s human capital management services. For more than a decade, she has specialized in developing retirement and employee benefit plans that are competitive, compliant and cost efficient.
Marci Boyarski, CPA
Marci Boyarski leads Wipfli’s employee benefits practice and is responsible for the growth and delivery of benefit plan services. From one-person organizations to large companies, Marci works with clients to design and implement plans that meet their unique needs and goals.
