[Hiring] Senior Associate, Retirement Plan Administration (Testing) @Vestwell

Role Description

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. We are looking for someone to join our testing team.

• 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 sponsors and advisors as needed

Qualifications

• 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

Requirements

• The expected salary range for this position is $80K-$90K.

Benefits

• Competitive health coverage
• Generous vacation offering
• Hybrid office policy with a comfortable office in Midtown Manhattan
• Great 401(k) plan

Company Description

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.

• Offers a range of products, including workplace-delivered retirement plans and employer-offered student loan repayment benefits
• Serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers