Senior Associate, Retirement Plan Administration (Audit)

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 350000 businesses and over 2M active savers with over $50B in assets saved across all 50 platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers.

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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 Vestwells 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 Vestwells clients and driving product improvements.

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of 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.
• 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 Vestwells hybrid in-office operation.

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.

OUR BENEFITS

Were 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.

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 youre looking for while also giving you the opportunity to learn more about Vestwell and the team. From there the process varies by role but typically includes a skills or experience-based assessment such as a coding interview portfolio review or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer we complete a reference check with a current or former manager and a peer. Throughout the process we prioritize transparency clear communication and minimizing surprises.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

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