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RPSS Contribution Loan Payment Specialist - Neenah Wisconsin
Company: Disability Solutions Location: Neenah, Wisconsin
Posted On: 01/19/2025
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.As a Retirement Plan Support Services (RPSS) Contribution Loan Payment Specialist, you will provide technical support to Retirement Plan Services Administration. Responsible for accurately reconciling and processing contributions, loan payments, and setting up all new plan enrollees. Responsible for coordinating all incoming client contribution emails, files, checks and ACH/account charging requests to ensure timely processing.This person will also: - Provide technical support for Retirement Plan Services, ensuring accurate processing of contributions and loan payments.
- Reconcile and process contributions and loan payments, coordinating with administration for participant setups and overpayments.
- Work with clients and administration to resolve discrepancies and answer questions related to contributions and loans.
- Manage incoming emails and files, ensuring timely processing of contributions and loan payments.
- Maintain records for retirement plan compliance and provide backup for enrolling new participants and managing their investment elections.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. PreferredExperience
- Less than 2 years Business, Accounting or Finance. Required
- 2-4 years Retirement Plan Services. PreferredLicenses and Certifications
- Must have access to reliable transportation and the ability to lawfully drive self, if applicable by start date. RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
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