Retirement Plans Lead

Klaas Financial is celebrating 50 years of helping clients build financial confidence — and we’re growing!

We are seeking a professional for our Retirement Plans Lead role, to oversee and expand our employer-sponsored retirement plan division. This leadership role is ideal for a retirement plan professional who thrives at the intersection of client consulting, fiduciary excellence, and business development.

• Lead the strategy and growth of Klaas Financial’s retirement plan services
• Serve as a trusted consultant to plan sponsors and key client relationships
• Coordinate fiduciary support including 3(21) and 3(38) services
• Ensure compliance with ERISA, DOL, and IRS standards
• Partner with leadership on marketing, education, and new business development
• Drive operational efficiency and an outstanding client experience

• 5+ years in retirement plan consulting or administration
• Strong network-building and relationship management skills
• Professional credentials such as CPFA, AIF®, or QKA® preferred
• A collaborative leader who values education and client-first service
• Independent fiduciary firm with a 50-year legacy
• Professional development and leadership growth