Employee Benefit Services

Develop and maintain a high-performance workforce that is fully engaged.

Retirement and benefit plans are key to attracting and retaining talented employees. Wipfli’s team of employee benefits advisors provides proactive plan design solutions, up-to-date technology solutions for plan accounting, and experienced compliance specialists to avoid costly IRS and DOL issues.

Plan Design, Record Keeping, and 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

Investment Advisory and Fiduciary Services

We place your best interests first. Learn how our retirement plan consulting services can benefit your business.

 

Cafeteria and Welfare Benefit Plans

Cafeteria and Welfare Benefit Plans

Wipfli is well versed on all aspects of employer provided health and welfare benefit plans.

 
 

 

 

 
 
Featured Expertise


Pamela Branshaw, CPA, CEBS

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

Sign up to receive FOCUS

Designed for small businesses, this bi-monthly newsletter delivers innovative ideas for building a stronger, more profitable business. Sign up here.

Read the latest issue or visit our archive for past issues.

Business Assessment Tool

To gain a better understanding of your business, click here.

Health Care Reform: Are You Ready?

Patient Protection and Affordable Care Act (PPACA) Information

The PPACA represents significant changes for employers and health care providers alike. Are you concerned about how your organization will be affected? Learn what additional requirements are needed to comply today, the timeline for future modifications, and what obstacles your organization may face down the road.