ERISA and Compliance Officer

Associated Bank • US WI Remote, WI

1d • $56,700 - $97,200 • Onsite

About The Position

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 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.

Requirements

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

Nice To Haves

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

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level