Senior Associate, Retirement Plan Administration

Overview

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for retirement, education, and healthcare savings needs. Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Our platform serves financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

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The Retirement Plan Administration (RPA) team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team. This team acts as subject matter experts on qualified retirement plan rules and operations, often operating as an internal consulting group 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 can manage their own block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve work streams.

• 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.

• Minimum 4 years of Retirement Plan Administration experience.
• Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level.
• 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 and oral communication skills.
• Meticulous attention to detail and organization.
• Passion for helping people.
• Proficient in Microsoft Office Suite and G Suite.
• Proven ability to think analytically and operate independently within set deadlines.
• Team player with ownership and initiative in all aspects of work.
• QKA certifications.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected salary range for this position is $80K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Our interview process starts with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. The process typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel.

Before extending an offer, we complete a reference check with a current or former manager and a peer. We prioritize transparency, clear communication, and minimizing surprises throughout the process.

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