ERISA and Compliance Officer

Role Summary

Serve as a technical resource for qualified retirement plan compliance, helping colleagues and clients understand plan rules, regulations, amendments, corrections, and complex eligibility issues. Partner with retirement plan, audit, and compliance teams to support risk management, address operational issues, and help ensure plan administration aligns with applicable ERISA and Department of Labor requirements.

• Serve as a technical resource for retirement plan compliance questions, providing clear interpretation of regulations, policies, and procedures.
• Research regulatory and compliance topics and share findings with senior compliance leadership and internal colleagues in a timely manner.
• Review plan amendments for accuracy and potential unintended consequences, partnering with relationship management and compliance teams on identified concerns.
• Support resolution of operational defects by reviewing correction calculations and authorizing appropriate corrections.
• Assist with pre‑acceptance documentation reviews for new retirement plans.
• Maintain current knowledge of ERISA and Department of Labor compliance laws and regulations that impact retirement plan services.
• Assist with compliance testing, including general nondiscrimination and average benefit percentage testing.
• Prepare and present standard compliance reports and assist with IRS and Department of Labor filings.

Required

• Bachelor's degree or equivalent combination of education and experience in Business, Economics, or Legal.
• 2+ years of ERISA and qualified plans administration experience.

Preferred

• Juris Doctor degree or equivalent combination of education and experience.
• ASPPA, CEBS, CRPS, or PRP certification within 1 year.

Join a team where your technical retirement plan expertise helps colleagues and clients navigate complex compliance requirements with confidence. This role offers the opportunity to partner across retirement plan services, audit, and compliance while contributing to sound risk management and strong client outcomes.

We welcome and encourage applications from all qualified parties, including people returning to the workforce, people with disabilities, those without a college degree, veterans, and others.

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.

Associated Bank 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, reporting customer complaints, reporting violations to management or HR, and reporting ethical concerns to the anonymous Ethics Hotline.

Associated Banc‑Corp participates in the E‑Verify Program. Pay transparency compliance.

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. For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$56,700.00 - $97,200.00 per year