Coordinator, Plan Documents

Vestwell•Austin, NY

3d•Hybrid

About The Position

Vestwell is seeking a dedicated Coordinator to join their Document Compliance Team within the Retirement Services Division. This role will support the Operations team in managing plan document drafting, amendments, restatements, and plan setup. Prior experience supporting services for 401(k) and 403(b) plans is helpful but not required.

Requirements

Keen attention to detail and deadlines
Ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
Strong, demonstrated commitment to proactively managing workload
Positive, collaborative, and proactive attitude
Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives

Nice To Haves

Prior experience supporting services for 401(k) and 403(b) plans
Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
Knowledge of Application Programming Interface (API) functionality
Professional experience with qualified plans
Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience

Responsibilities

Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
Project management support - assist with processes for large-scale document projects; and assure successful, timely completion of each
Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents