Retirement Plan Specialist
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
