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.

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

• Assess Your Risk Tolerance
• Your Employer Sponsored Retirement Plan
• Why Save For Retirement

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.

Associated 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.