Retirement Plan Services Support - Distribution Specialist

Associated Bank

12d • $18 - $32

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 As a Retirement Plan Services Support (RPSS) - Distribution Specialist, you will play a key role in ensuring accurate, timely processing of retirement plan and Trust IRA distributions. You’ll support internal partners by providing expert guidance on distribution regulations and reporting requirements. This role offers the opportunity to deepen your expertise in retirement plan operations while making a meaningful impact on client service and compliance. Preferred candidate will be located in the Fox Valley market.

Requirements

• Associate’s degree in Business, Accounting, Finance, or equivalent combination of education and experience
• 2+ years of experience in Business, Accounting, or Finance

Nice To Haves

• Bachelor’s degree in Business, Accounting, Finance, or related field
• 4+ years of experience in Retirement Plan Services

Responsibilities

• Process and review retirement plan and Trust IRA distributions, ensuring accuracy, compliance, and timely 1099-R and 5498 reporting.
• Analyze distribution eligibility, vesting, IRS codes, and withholding requirements to ensure regulatory compliance.
• Calculate and validate retirement plan testing refunds (ADP, ACP, 415, 402g), including associated gains or losses.
• Partner with Retirement Plan Services, Trust IRA Administration, and the Contact Center to resolve distribution inquiries and research requests.
• Generate and distribute required paperwork and reports using internal systems and Crystal Reports.
• Monitor force-out requirements, terminated participant balances, and uncashed checks to maintain plan compliance.
• Coordinate workflow to ensure incoming distribution requests are completed accurately and within established timelines.

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: Entry Level
• Education Level: Associate degree