Retirement Plan Specialist

Associated Bank • Neenah, WI

18h • Onsite

About The Position

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. 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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

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