Retirement Plan Specialist

Role Summary

Associated Bank is seeking a Retirement Plan Specialist to support retirement plan clients, participants, and internal partners with day-to-day account administration and service needs. In this role, you’ll help ensure retirement plans are administered accurately, compliantly, and with a high level of customer care. This is a great opportunity for someone looking to grow a career in retirement services and trust administration.

Key Accountabilities

• Support retirement plan administration by reviewing plan documents, transactions, and account maintenance activities
• Partner with Relationship Managers and Senior Specialists to ensure compliance with policies and regulatory requirements
• Respond to client, participant, and internal inquiries with timely and accurate solutions
• Cook open enrollment activities and verify enrollment materials for accuracy
• Review distribution, loan, and hardship withdrawal documentation for completeness and compliance
• Communicate with clients, auditors, and internal teams regarding reporting, compliance testing, and plan administration matters
• Maintain detailed account records while adhering to trust and regulatory guidelines
• Identify opportunities to improve operational processes and client service experiences

Education & Experience

• Required: Associate’s degree or equivalent combination of education and experience
• Less than 2 years of experience in business or financial services
• Strong customer service, communication, and organizational skills
• Ability to manage multiple priorities with strong attention to detail

Preferred Experience

• In retirement plan services, trust administration, or financial services
• Familiarity with ERISA, IRS regulations, or retirement plan operations
• Experience supporting client relationships in a service-focused environment

Why You’ll Love Working Here

We offer opportunities to expand your expertise in retirement and trust services while building meaningful relationships with clients and teammates. We provide a variety of benefits including retirement savings, paid time off to volunteer, opportunities to connect with others through our diversity-focused Colleague Resource Groups, competitive salaries with professional development and advancement opportunities, and more.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.