Senior Specialist, Plan Documents

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Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit

Vestwell is expanding and we’re excited about adding a Senior Specialist, Plan Documents who is passionate about our mission to change the retirement Fin Tech 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.

• 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

• 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

• 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 Sales Force or similar Customer Relationship Management (CRM) software
• Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience

This role will be based in either the New York City, Austin, King of Prussia office, and will be part of Vestwell's hybrid in‑office operation. For a stellar candidate, we’re open to hiring this role fully remote.

The expected base salary range…