Job Overview
Location
US WI Remote
Job Type
Full-time
Category
Product Management
Date Posted
June 25, 2026
Full Job Description
đź“‹ Description
- • Serve as a technical resource for qualified retirement plan compliance, interpreting ERISA and Department of Labor regulations, policies, and procedures for colleagues and clients.
- • Research and analyze regulatory and compliance topics related to retirement plans, delivering timely findings to senior compliance leadership and internal teams.
- • Review retirement plan amendments for accuracy and potential unintended consequences, collaborating with relationship management and compliance teams to address concerns.
- • Support resolution of operational defects by reviewing correction calculations and authorizing appropriate corrective actions in alignment with regulatory requirements.
- • Assist with pre-acceptance documentation reviews for new retirement plans to ensure compliance with applicable laws and internal standards.
- • Maintain current knowledge of evolving ERISA and Department of Labor compliance laws impacting retirement plan services and communicate updates across teams.
- • Perform compliance testing, including general nondiscrimination testing and average benefit percentage testing, to ensure plan adherence to federal standards.
- • Prepare and present standard compliance reports and assist with filings to the IRS and Department of Labor, ensuring accuracy and timeliness.
- • Partner with retirement plan, audit, and compliance teams to support risk management initiatives and align plan administration with regulatory obligations.
- • Contribute to sound client outcomes by providing expert guidance on complex eligibility issues, plan corrections, and regulatory interpretations.
- • Ensure all activities comply with enterprise policies, Bank Secrecy Act requirements, and other applicable federal regulations.
- • Report suspicious activity to Financial Intelligence and customer complaints or procedure violations to management or HR as required.
- • Uphold ethical standards by reporting concerns through Associated Bank’s anonymous Ethics Hotline when necessary.
🎯 Requirements
- • Bachelor’s degree or equivalent combination of education and experience in Business, Economics, or Legal
- • 2+ years of ERISA and qualified plans administration experience
- • Knowledge of ERISA and Department of Labor compliance laws and regulations impacting retirement plans
- • Ability to interpret complex regulatory guidance and apply it to plan administration and corrections
- • Strong analytical skills for reviewing plan amendments and conducting compliance testing
- • Experience preparing IRS and Department of Labor filings and compliance reports
🏖️ Benefits
- • Retirement savings including both 401(k) and Pension plans
- • Paid time off to volunteer in the community
- • Opportunities to connect with others through diversity-focused Colleague Resource Groups
- • Competitive salaries with professional development and advancement opportunities
- • Bonus benefits including well-being programs, parental leave, employee stock purchase plan, military benefits, and personal banking, loan, investment, and insurance benefits
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Associated Bank, National Association
Associated Bank is a U.S. regional bank headquartered in Green Bay, Wisconsin, providing retail and commercial banking, treasury management, wealth management, and insurance services. Founded in 1861 and operating more than 200 branches across Wisconsin, Illinois, and Minnesota, it serves individuals, small businesses, middle-market companies, and municipalities. The bank is a subsidiary of Associated Banc-Corp, a publicly traded bank holding company listed on the NYSE, and is regulated by the Office of the Comptroller of the Currency.
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