What are the responsibilities and job description for the RPSS Daily Record Keeper position at Associated Bank?
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
Join our Retirement Plan Services team as the primary technical support contact for plan administration. In this role, you will ensure accurate daily processing, participant balances, and plan-level maintenance while delivering exceptional service to internal and external partners. This position offers the opportunity to deepen your expertise in retirement plan operations, regulatory compliance, and financial reconciliation.
Key Accountabilities
Education & Experience
At Associated Bank, you’ll join a supportive team that values expertise, teamwork, and continuous learning. We offer opportunities to grow your career, expand your retirement plan knowledge, and make a meaningful impact for our customers and colleagues.
Apply today to build your future with us.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.67 - $30.29 per hour
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
Join our Retirement Plan Services team as the primary technical support contact for plan administration. In this role, you will ensure accurate daily processing, participant balances, and plan-level maintenance while delivering exceptional service to internal and external partners. This position offers the opportunity to deepen your expertise in retirement plan operations, regulatory compliance, and financial reconciliation.
Key Accountabilities
- Process participant and plan transactions, including enrollments, changes, contributions, dividends, loans, and QDROs, while meeting all processing deadlines.
- Analyze, generate, and maintain participant loans, including documentation, compliance review, amortization schedules, and delinquency management.
- Review and resolve complex plan and participant corrections using regulatory knowledge, internal guidelines, and collaboration with administration teams.
- Serve as the primary contact for Retirement Plan Services Administration, addressing questions, research requests, and reporting needs.
- Reconcile daily retirement plan fund assets and cash, resolving discrepancies to ensure compliance with plan documents.
- Prepare and balance quarterly reports, verifying accuracy across tax codes, recordkeeping systems, and trust accounting systems prior to participant statement generation.
- Maintain clear and thorough documentation to support audits, compliance requirements, and plan reporting.
Education & Experience
- Associate degree in Business, Accounting, or Finance (or equivalent experience)
- 2 years experience in Business, Accounting, or Finance
- Bachelor’s degree in Business, Accounting, or Finance
- 4 years experience in Retirement Plan Services
At Associated Bank, you’ll join a supportive team that values expertise, teamwork, and continuous learning. We offer opportunities to grow your career, expand your retirement plan knowledge, and make a meaningful impact for our customers and colleagues.
Apply today to build your future with us.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- 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.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.67 - $30.29 per hour
Salary : $18 - $30