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.

• 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.
• Coordinate 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.

Required:

Associate’s degree or equivalent combination of education and experience. Less than 2 years of experience in business or financial services.

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.

• Strong customer service, communication, and organizational skills.
• Ability to manage multiple priorities with strong attention to detail.
• Strong analytical and problem‑solving abilities.
• Proficiency with Microsoft Office and data entry.

• 401(k) and pension plans.
• Paid time off, including volunteer time.
• Diversity‑focused Colleague Resource Groups.
• Competitive salaries, bonus benefits, professional development, and advancement opportunities.
• Well‑being programs, parental leave, employee stock purchase plan, and military benefits.
• Personal banking, loan, investment, and insurance benefits.

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. 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. Full compliance with all applicable enterprise policies and procedures, and all relevant laws such as the Bank Secrecy Act, is required. All applicants have the opportunity to receive accommodations during the process.