Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states.

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

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.

Responsibilities

, confidently answer retirement plan questions and collaborate with the team to improve workstreams. What Will You Be Doing? 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.

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 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. 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.

For exceptional candidates, we're open to hiring this role fully remote. 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.

BENEFITS

We’re an innovative, high-growth company with an exciting future ahead.

, 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 PROCESS Our interview process starts the same for every candidate 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.

Senior Associate, Retirement Plan Administration