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Senior Associate, Retirement Plan Administration
@Vestwell
[Hiring] Senior Associate, Retirement Plan Administration @Vestwell
Mar 28, 2025 - Vestwell is hiring a remote Senior Associate, Retirement Plan Administration. 💸 Salary: $85k-$95k. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
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 large plan/audit team.
- Preparation of Form 5500 and related schedules
- Assist the Plan Sponsor with IQPA audits
- Year-end testing for large DC plans
- Answer questions from the client service team on retirement plan subjects
- Provide consulting services to sponsor, advisors and IQPA auditors 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 $85k-$95k.
Benefits
- Competitive health coverage
- Generous vacation offering
- Hybrid office policy with a comfortable office in midtown Manhattan
- All necessary equipment to work effectively remotely
- Great 401(k) plan
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Finance / Legal
Finance / Legal
|
Salary
💸
$85k-$95k
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 28, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
