Retirement Plan Specialist

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.

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.

Please Note:

This position can also be hired as a Retirement Plan Specialist or Senior Retirement Plan Specialist. We will assess applicants based on their skills and years of relevant experience. 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
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

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  At  Associated Bank , you'll work alongside collaborative professionals who are committed to client service, growth, and continuous learning. We offer opportunities to expand your expertise in retirement and trust services while building meaningful relationships with clients and teammates.
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.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
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 serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.

Join our community on Facebook, Linked In and X .

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…