Heather Bartlein
Junior Plan Manager
Heather joined Northwestern Wisconsin Associates in April of 2015 as an Administrative Assistant and has been promoted to Junior Plan Manager. Heather’s primary responsibilities include plan administration, compliance testing, governmental reporting and communications with Plan Sponsor, Auditors and Investment Professionals. Additional duties include working with clients and plan participants regarding distributions and loans.
Heather has earned her Retirement Plan Fundamentals (RPF) Certificate through the American Society of Pension Professionals and Actuaries. She is currently in the process of obtaining her Qualified 401(K) Administrator (QKA) professional designation.
Heather enjoys downhill skiing, reading and spending time with her daughters.