Senior Specialist, Plan Documents

Vestwell•New York, NY

37d•Hybrid

About The Position

Vestwell is expanding and we're excited about adding a Senior Specialist, Plan Documents who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated senior specialist to assist our Operations team to manage plan document drafting, amendments, restatements and other related projects. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some or all of your prior experience supporting plan design and plan document services for qualified/non-qualified plans. A key component of Vestwell's mission to empower retirement savings includes bundled plan services and oversight. As a Senior Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to handle plan design reviews, drafting plan documents and amendments, and consulting with Plan Sponsors.

Requirements

At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting
Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
Keen attention to detail and deadlines
Considerable background in client servicing and strong communication skills
Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
Positive, collaborative, and proactive attitude
Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives

Nice To Haves

Knowledge of one or more plan document and its related draft system (e.g. FT William, Datair, ASC, Sungard Relius)
Knowledge of Application Programming Interface (API) functionality
Experience with SalesForce or similar Customer Relationship Management (CRM) software
Qualified 401(k) Administrator (QKA) 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
Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
Project management - create processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
Provide Product support - contribute to discussions with various Product Teams to continually improve and iterate on our technology and to iterate automation for plan document creation and management
Provide consultative client support - collaborate with Plan Sponsors to optimize plan design via discretionary amendment requests, addressing queries, and ensuring a clear understanding of chosen plan specifications