Jim Schiltz
Retirement Plan Administrator
QKA®
Having had prior experience working with managed retirement accounts, both at a trust company and a pension administration firm, Jim became B&E’s Retirement Plan Administrator upon joining the team in 2021 where his role focused on working with Retirement Plan sponsors to ensure 401k Plans run smoothly. He assists sponsors with Plan administration, documentation, annual non-discrimination testing and government reporting. “I enjoy working on the retirement side of things. It’s fulfilling finding that one right answer having worked through different options in pursuit of the client’s goals and objectives.”
This Minnesota native graduated from Winona State University with a degree in business administration. He and his wife Becki have two sons, Cooper and Cameron. Jim relaxes and reenergizes by spending time with friends and family golfing, barbecuing, and cheering on the Purple & Gold.
