Retirement Plan Specialist

ASSOCIATED BANK NA • Neenah, WI • 20h 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 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 & ExperienceRequired 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 detailPreferred Experience in retirement plan services, trust administration, or financial services Familiarity with ERISA, IRS regulations, or retirement plan... 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/6BB96D983AFE4CAF

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