Associate, Retirement Plan Administration (Audit)
Vestwell is a financial technology company based in New York City, focused on transforming how individuals save for retirement and other critical needs. They are seeking an experienced retirement plan administrator to join their Retirement Plan Administration team, which is responsible for compliance testing, government reporting, and plan terminations for their clients. The role involves managing responsibilities, answering client queries, and collaborating to enhance workstreams within the team.
Responsibilities
- 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
Skills
- Minimum 1 year 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
Benefits
- Dedicated Employee Wellbeing Committee
- Competitive health coverage
- Generous vacation offering
- Hybrid office policy
- Bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices
- 401(k) plan
Company Overview