Rpss Daily Record Keeper - ASSOCIATED BANK NA
NEENAH, WI
About the Job
JOB REQUIREMENTS: 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... For full info follow application link. The employment
policy of Associated Banc-Corp, and its subsidiaries and affiliates
("Associated") provides equal opportunity to all persons. We support a
diverse and inclusive work environment where colleagues are respected,
treated fairly, and given equal opportunities to perform to their
fullest potential. We believe it is only with a diverse and inclusive
workplace that the organization can truly perform at its best, carry out
its vision, and make a difference for the communities we serve.
* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/8E9FDD0D10EA43DB
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... For full info follow application link. The employment
policy of Associated Banc-Corp, and its subsidiaries and affiliates
("Associated") provides equal opportunity to all persons. We support a
diverse and inclusive work environment where colleagues are respected,
treated fairly, and given equal opportunities to perform to their
fullest potential. We believe it is only with a diverse and inclusive
workplace that the organization can truly perform at its best, carry out
its vision, and make a difference for the communities we serve.
* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/8E9FDD0D10EA43DB
Source : ASSOCIATED BANK NA