Senior Associate, Retirement Plan Administration
About The Position
The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve 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.
- QKA certifications.
Nice To Haves
- Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
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
Mid Level
Education Level
No Education Listed
