Rpss Daily Record Keeper II

Associated Bank Neenah , WI 54957

Posted 4 months ago

Equal Opportunity Employer

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: colleaguecare@AssociatedBank.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.


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 doesn't 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 Associated's anonymous Ethics Hotline.


Interpret legal documents



Team Coordination of Workflow

Customer Service



Team Support



Responsible for complex and non-complex plan and participant corrections required within the record keeping trust accounting systems. Uses own knowledge base of retirement plans and stated department and company procedures to collaborate with RPS Administration, analyze the error and come up with the most effective solution while taking into account its affect on quarterly reporting, the participants, and compliance testing. Adequate documentation is retained to provide a detailed record of the situation.

Reconciles all retirement plan fund assets and cash for assigned plans on a daily basis, accounting for all discrepancies. Ensures that the retirement plans are reconciled and in compliance with the terms of the plan document. Follows internal procedures and checklists and uses own knowledge base regarding retirement plan processing & regulations to ensure accurate processing and full compliance.

Serves as the main contact to RPSS administration for plan related questions, inquiries, and research requests. Provides superior customer service to our internal and external customers. This includes but is not limited to, the Administrative staff and the Trust Operations staff.

Reconciles and prepares all quarterly reports to ensure accuracy prior to participant statements being prepared and distributed. This process includes balancing all transactions by tax code, between the record keeping system and the trust accounting system, researching and correcting any discrepancies, preparing the appropriate reports for RPS Administration, and verifying a sampling of participant statements.

Performs ongoing retirement plan analyzes and maintenance. 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 Recordkeeping system and internal Access Database to generate the proper documentation and disclosures. Analyzes the loan applications submitted by the participant to determine regulatory compliance. Possesses a strong working knowledge of the regulations that govern retirement plan participant loans.

Processes routine and non-routine transactions including, but not limited to, participant enrollment, QDRO's, fees, insurance premiums, dividends, participant fund transfers, and fund accruals. Utilizes and follows standard procedures and own knowledge base to accurately process these transactions.

Generates monthly participant loan delinquency reports utilizing the Schwab Recordkeeping system. On a monthly basis, reviews the loan delinquency reports and works in conjunction with Administration to determine the proper course of action for each loan.

Resolution could include participant notification, deemed distribution, exception processing for approved leave of absence or military service leave of absence. The course of action determined is based on IRC 72(p), internal procedures and record keeping guidelines.

Responsible for the timely completion of all plan and participant level maintenance requests. These requests include, but are not limited to participant enrollment via enrollment forms and/or enrollment files, address changes, name changes, status changes, unlocking participant accounts, and updating participant website and voice response unit passwords.

Completes work assignments in order of priority and date received to ensure that all processing deadlines are met while following standard department turnaround times

Establishes and maintains necessary records for proper retirement plan allocation preparation, compliance testing and government reporting

Generates various reports utilizing Crystal Reports as scheduled or requested to satisfy RPS Administrative or customer requests.

Responsible for processing retirement plan employee and employer contributions and loan payments in an accurate and timely manner. Uses own knowledge base of retirement plans and stated procedures to ensure that all contributions and loan payments are processed according to the regulations that govern retirement plans.

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Rpss Daily Record Keeper II

Associated Bank