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Retirement Planning Services Record Keeper

Company: Associated Banc Corp
Location: Appleton
Posted on: January 9, 2019

Job Description:

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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecareAssociatedBank.com or call: (800) 878-3282. 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 plan distributions, fees, new loan setups, plan and participant level maintenance, reconciliation for statement preparation, contributions, loan payment processing, and corrections. Responsible for analyzing, creating, and maintaining automation needs for RPSS through various software applications. Translates business solutions into technical solutions. Applies communication, analytical and problem solving skills to help identify, communicate and resolve system issues. Under limited supervision, implements system/product enhancements, manages projects as assigned, researches and develops system enhancements to create efficiencies, monitors systems to ensure the integrity of data. Works directly with the business lines to determine requirements, creates approved solutions including reports, data analysis, etc. and maintain ongoing support for those solutions. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline. JOB ACCOUNTABILITIES Responsible for the timely completion of all plan and participant level maintenance requests. These requests include, but are not limited to, source additions, fund changes and additions, source vesting schedule changes, deferral updates, participant address changes, name changes, status changes, unlocking participant accounts, and updating participant website and voice response unit passwords. Processes routine and non-routine transactions including, but not limited to, participant enrollment, QDROs, fees, insurance premiums, dividends, participant fund transfers, and fund accruals. Utilizes and follows standard procedures and own knowledge base to accurately process these transactions. Establishes and maintains necessary records for proper retirement plan allocation preparation, compliance testing and government reporting. Completes work assignments in order of priority and date received to ensure that all processing deadlines are met while following standard department turnaround times. Responsible for processing retirement plan employee and employer contributions, investment election forms, and loan payments in an accurate and timely manner. Uses own knowledge base of retirement plans and stated procedures to ensure that all contributions, loan payments, and enrollment forms are processed according to the regulations that govern retirement plans. Generates new/re-financed and modified plan participant loans. Generates all appropriate supporting loan documents, including the amortization schedule, confirmation and disclosure statement, and loan modification notice. Utilizes the Record keeping system and internal Access Database to generate the proper documentation and disclosures. Analyzes the loan request form submitted by the Administration team to determine regulatory compliance. Possesses a strong working knowledge of the regulations that govern retirement plan participant loans. EDUCATION Required: Bachelor's Degree or equivalent combination of education and experience. Preferred: Bachelor's Degree EXPERIENCE Required: 4-7 years Retirement Plan Services Field Required Preferred: 7-10 years Retirement Plan Services Field Preferred

Keywords: Associated Banc Corp, Appleton , Retirement Planning Services Record Keeper, Other , Appleton, Wisconsin

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