RPSS Daily Record Keeper

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.

We invite you to view the opportunity below.

The RPSS Daily Record Keeper provides technical support to Retirement Plan Services Administration as their main RPSS contact for plan related questions, inquiries, and research requests. Responsible for maintaining the accuracy of plan and participant balances on a daily basis. Responsible for processing fees, new loan setups, plan and participant level maintenance, reconciliation for statement preparation, contributions, loan payment processing, and corrections.

This person will also:

• Process routine and non-routine transactions, including enrollments, QDROs, address/name changes, fees, transfers, loans, contributions, and insurance premiums, following regulatory guidelines and department deadlines.

• Manage retirement plan loans, including new loans, refinances, modifications, and delinquencies, ensuring compliance with IRC 72(p) and internal procedures.

• Resolve complex and non-complex plan and participant corrections, collaborating with RPS Administration to ensure accuracy, compliance, and proper documentation.

• Act as the primary contact for RPSS administration, providing superior customer service to internal and external teams.

• Reconcile daily fund assets and cash for assigned plans, ensuring compliance with plan terms and internal procedures.

• Prepare quarterly reports, ensuring accuracy and resolving discrepancies before participant statements are issued.

Review the qualifications listed below:

Education

• Associate's Degree or equivalent combination of education and experience in Business, Accounting, or Finance. Required

• Bachelor's Degree or equivalent combination of education and experience in Business, Accounting, or Finance. Preferred

Experience

• 2-4 years Business, Accounting or Finance. Required

• 4-7 years Retirement Plan Services Field. Preferred

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. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. 

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 [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. 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.