ERISA and Compliance Officer

🕒 June 24

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $56.7k - $97.2k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚔 Compliance

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Associated Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1874

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

Associated Bank is a Midwestern bank offering a wide array of banking services, including personal, business, and commercial banking. It provides features like digital banking, retirement plans, brokerage accounts, and wealth management services. The bank emphasizes community involvement and sustainability, investing significantly in initiatives such as affordable housing and economic development. Known for its Midwest-based customer care, Associated Bank operates hundreds of branches in Illinois, Minnesota, and Wisconsin, and provides various online and mobile banking solutions.

📋 Description

• Serve as a technical resource for qualified retirement plan compliance. • Help colleagues and clients understand plan rules, regulations, amendments, corrections, and complex eligibility issues. • Partner with retirement plan, audit, and compliance teams to support risk management. • Address operational issues and help ensure plan administration aligns with ERISA and Department of Labor requirements. • Research regulatory and compliance topics and share findings with compliance leadership and colleagues. • Review plan amendments for accuracy and potential unintended consequences. • Support the resolution of operational defects by reviewing correction calculations and authorizing corrections. • Assist with compliance testing, including general nondiscrimination and average benefit percentage testing. • Prepare and present standard compliance reports and assist with IRS and Department of Labor filings.

🎯 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. • Juris Doctor degree or equivalent combination of education and experience preferred. • ASPPA, CEBS, CRPS, or PRP certification within 1 year preferred.

🏖️ Benefits

• 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.