Rpss Daily Record Keeper

ASSOCIATED BANK NA • Neenah, WI • 5h ago

JOB REQUIREMENTS: 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 Join our Retirement Plan Services team as the primary technical support contact for plan administration. In this role, you will ensure accurate daily processing, participant balances, and plan-level maintenance while delivering exceptional service to internal and external partners. This position offers the opportunity to deepen your expertise in retirement plan operations, regulatory compliance, and financial reconciliation.Key Accountabilities Process participant and plan transactions, including enrollments, changes, contributions, dividends, loans, and QDROs, while meeting all processing deadlines. Analyze, generate, and maintain participant loans, including documentation, compliance review, amortization schedules, and delinquency management. Review and resolve complex plan and participant corrections using regulatory knowledge, internal guidelines, and collaboration with administration teams. Serve as the primary contact for Retirement Plan Services Administration, addressing questions, research requests, and reporting needs. Reconcile daily retirement plan fund assets and cash, resolving discrepancies to ensure compliance with plan documents. Prepare and balance quarterly reports, verifying accuracy across tax codes, recordkeeping systems, and trust accounting systems prior to participant statement generation. Maintain clear and thorough documentation to support audits, compliance requirements, and plan reporting. Education & Experience Required Associate degree in Business, Accounting, or Finance (or equivalent experience) 2+ years experience in Business, Accounting, or Finance Preferred Bachelor\'s degree in Business, Accounting, or Finance 4+ years experience in Retirement Plan Services Why You\'ll Love Working Here At Associated Bank, you\'ll join a supportive team that values expertise, teamwork, and continuous learning. We offer opportunities to grow your... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. *** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/8BF8095C9111430F

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