Senior Associate, Retirement Plan Administration

Who Are We Looking For?

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.

What Will You Be Doing?

• Year end testing for DC plans.
• Answer questions from the client service team on retirement plan subjects.
• Aid with plan terminations and EPCRS corrections.
• Provide consulting services to sponsors and advisors as needed.

Requirements

• 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.
• 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.
• KPA certifications.

Benefits

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.

Schedule

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.

Pay

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.