Retirement Plan Services - Distribution Specialist

Overview

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

As a Retirement Plan Services Support (RPSS) - Distribution Specialist, you will play a key role in ensuring accurate, timely processing of retirement plan and Trust IRA distributions. You ll support internal partners by providing expert guidance on distribution regulations and reporting requirements. This role offers the opportunity to deepen your expertise in retirement plan operations while making a meaningful impact on client service and compliance.

Preferred candidate will be located in the Fox Valley market.

• Process and review retirement plan and Trust IRA distributions, ensuring accuracy, compliance, and timely 1099-R and 5498 reporting.
• Analyze distribution eligibility, vesting, IRS codes, and withholding requirements to ensure regulatory compliance.
• Calculate and validate retirement plan testing refunds (ADP, ACP, 415, 402g), including associated gains or losses.
• Partner with Retirement Plan Services, Trust IRA Administration, and the Contact Center to resolve distribution inquiries and research requests.
• Generate and distribute required paperwork and reports using internal systems and Crystal Reports.
• Monitor force-out requirements, terminated participant balances, and uncashed checks to maintain plan compliance.
• Coordinate workflow to ensure incoming distribution requests are completed accurately and within established timelines.

Required:

• Associate s degree in Business, Accounting, Finance, or equivalent combination of education and experience
• 2+ years of experience in Business, Accounting, or Finance

Preferred:

• Bachelor s degree in Business, Accounting, Finance, or related field
• 4+ years of experience in Retirement Plan Services

At Associated Bank, you ll join a collaborative team committed to delivering exceptional service and maintaining the highest compliance standards. We invest in your growth through hands-on experience, professional development, and opportunities to expand your retirement plan expertise. Your work will directly support clients  financial futures and strengthen trusted relationships.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.

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.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandacco if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

Pay range: $18.45 - $31.62 per hour