Senior Associate, Retirement Plan Administration
About The Position
Vestwell is a financial technology company focused on the savings economy, with a platform that helps individuals save for retirement, education, and healthcare. The Retirement Plan Administration (RPA) team is responsible for compliance testing, government reporting, plan terminations, and overall retirement plan compliance for Vestwell’s bundled clients. This specific role is within the large plan/audit team, which acts as subject matter experts on qualified retirement plan rules and operations. This team drives strategic, operational, and product improvements related to retirement plans and ensures cross-functional alignment in the annual administration process. The RPA team is seeking an experienced retirement plan administrator who can manage their responsibilities, answer complex questions, and contribute to improving workstreams.
Requirements
- Minimum 4 years of Retirement Plan Administration experience.
- Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
- Exceptional understanding of plan administration, compliance testing and IRS regulations.
- Excellent written & oral communication skills.
- Meticulous attention to detail & organization.
- Passion for helping people.
- Proficient in Microsoft Office Suite & G suite.
- Proven ability to think analytically & operate independently within set deadlines.
- Team player.
- Shows ownership and initiative in all aspects of work.
Nice To Haves
- Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
- QKA certifications.
Responsibilities
- Year end testing for DC plans.
- Answer questions from the client service team on retirement plan subjects.
- Assist with plan terminations and EPCRS corrections.
- Provide consulting services to sponsor and advisors as needed.
Benefits
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Competitive 401(k) plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
