ERISA and Compliance Officer

Associated Bank

Technical resource for qualified retirement plan compliance, assisting clients with regulations and amendments. Collaborates with audit and compliance teams for effective risk management.

Posted 6/24/2026full-timeRemote • Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $56,700 - $97,200 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

qualified retirement plan complianceplan administrationcompliance testingnondiscrimination testingaverage benefit percentage testingcorrection calculationsregulatory researchplan amendments reviewoperational defect resolutionrisk management

Soft Skills

communicationcollaborationproblem-solvinganalytical thinkingpresentation skills

Certifications

ASPPACEBSCRPSPRP