Associated Bank
Personal Small Business Commercial Why Associated

Your Retirement Plan

Good news! Associated retirement plan participants now have access to dedicated call center representatives to answer your retirement plan related questions, 24 hours a day, seven days a week. Our representatives are ready to help you whether you need a password reset or if you just need some help navigating the online system, call 800-431-4649 for assistance.


Access Your Retirement Account Demo    Request User ID

As the provider of your company's Retirement Plan, Associated Trust Company is pleased to provide you with value-added online features. View your account information. Check your account balances, view and change your investment elections, transfer balances between investments and more.

Educational Webinars

Visit Your Employer's Retirement Plan Information Center    Retirement Calculators
Visit your employer's Retirement Plan Information Center to read about your Plan, access information about your fund options, print out commonly requested forms or get information about how to contact us for assistance with your account.

Service may not be available for all Plans. If one exists, your employer will provide you with a company access code to enter into your Retirement Plan Information Center.

Plan Sponsor Information

Listen to a replay of the most recent Economic Update Conference Call moderated by Ms. Sara Walker, CFA, Associated Trust Company Senior Vice President and Chief Economist.

About the moderator
Sara WalkerAssociated Wealth Management’s Senior Vice President and Investment Officer Sara Walker is a magna cum laude graduate from the University of Wisconsin-Parkside. She is a Chartered Financial Analyst with 25 years of investment management experience. Sara is also a member and past president of the Milwaukee Investment Analysts Society and a co-founder of the Madison Investment Analysts Society.
Access My Account
Go