Retirement Plan Solutions

Associated Bank is a full-service retirement plan provider.

We offer a wide variety of plans including:

• 401(k)/403(b)/457

• Profit sharing

• Money purchase

• Custodial

A Simplified and Streamlined Process

Managing multiple retirement plan providers can be time-consuming and costly. When you choose Associated Bank, everything is under one roof. Our retirement teams are locally based and ready to meet all your needs.

You’ll work with a dedicated Retirement Plan Relationship Manager, your convenient point of contact. These managers are industry veterans with extensive knowledge and experience in retirement plan design, trustee services, record keeping and plan administration. They’ll understand your needs, regularly review your plan and make recommendations when you need them.

Outcome-Focused

Associated Bank takes an outcomes-based approach to retirement plan solutions that is designed to relieve employer burdens and produce results for employees. We offer comprehensive retirement plan investment advisory and consulting services, as well as our full-bundled, discretionary trustee platform that integrates plan administration. Our retirement plan education specialists will work with you to develop participant services that are specific to your workforce, including these:

• One-on-one meetings with retirement counselors to discuss personal retirement goals and strategies.
• Financial Wellness Initiatives to improve the overall health of your workforce, including individual personal finance sessions.
• A responsive and secure online experience for participants.
• Extensive information and tools for participants, such as customized enrollment materials, pre-recorded video presentations, investment news and a dedicated call center.

A Disciplined Approach

When it comes to investment decisions, Associated Bank’s professionals follow a disciplined and completely objective screening process. We take a long-term view of retirement investing that ignores fads and “noise” in the market. Instead, we seek investments that have delivered historically above-average returns with less volatility and solid downside protection. This means peace of mind for you and your employees.

Managing Fiduciary Risk

Employee retirement plans can provide tremendous benefits, but they can also create risk. Staying on top of today’s complex and evolving regulatory environment isn’t easy. Associated Bank understands the responsibilities and challenges plan sponsors face.

Let us show you how a strong tradition of over 50 years of excellence in retirement administration, planning and investment management can be a good fit for your organization.