Retirement Plan Services Specialist

Associated Bank; Neenah (WI); On-site; USD 23,000 - 41,000; Full time

Benefits offered by this job

Retirement savings

Volunteer time off

Diversity groups

Competitive salaries

Well-being programs

Parental leave

Employee stock purchase plan

Military benefits

Personal banking

Job summary

Associated Bank in Wisconsin is seeking a Retirement Plan Services Associate to support relationship managers and clients in administering qualified and non-qualified retirement plans. You will interpret plan documents, respond to inquiries, and help ensure accuracy and timeliness of processing.

The role emphasizes dependable client service, regulatory awareness, and collaboration with internal teams. Candidates should have an Associate’s degree and less than two years in financial services,

Qualifications

• Associate’s Degree required or equivalent combination of education and experience.
• Less than 2 years in business/financial services preferably in retirement plan services or related environment.

Responsibilities

• Understand day-to-day responsibilities for plan administration including interpreting plan documents to determine terms and duties.
• Work with Senior Specialists and Relationship Managers to ensure plan administration, operations and risk management comply with policy and regulatory guidelines.
• Daily liaison with ERISA Compliance Officer, Trust Operations, Retirement Plan Support Services, Relationship Managers, external clients and plan participants to gather information and provide solutions.
• Confer with external clients and their auditors regarding retirement plan allocations, loan delinquencies, domestic relations orders, 5500s and compliance matters.
• Coordinate client open enrollment period and ensure enrollment data and plan design features are accurate.
• Learn IRS regulations, policies and codes for distributions from Plans; review distribution paperwork for completeness.
• Understand new developments and policies concerning retirement plan services and plan document requirements.
• Support onboarding of new clients or de-converting plans from an administration perspective.
• Identify opportunities to enhance client and internal process efficiencies.

Education

Associate’s Degree or equivalent combination of education and experience

Job description

Associated Bank in Wisconsin is seeking a Retirement Plan Services Associate to support relationship managers and clients in administering qualified and non-qualified retirement plans. You will interpret plan documents, respond to inquiries, and help ensure accuracy and timeliness of processing.

The role emphasizes dependable client service, regulatory awareness, and collaboration with internal teams. Candidates should have an Associate’s degree and less than two years in financial services,