Senior Associate, Retirement Plan Administration (Audit)
Vestwell, Phoenix, AZ, United States
About Vestwell
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.
Who Are We Looking For?
The Retirement Plan Administration (RPA) team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. This team focuses on large plans and small plans, and we are looking for an experienced administrator to join our large plan/audit team. The RPA team is the go-to subject matter expert on qualified retirement plan rules and operations, often operating as an internal consulting group to define and guide strategic, operational and product improvements across the company.
What Will You Be Doing?
Year‑end testing for DC plans.
Answer client service team questions on retirement plan subjects.
Assist with plan terminations and EPCRS corrections.
Provide consulting services to sponsors and advisors as needed.
Requirements
Minimum 4 years of retirement plan administration experience.
Experience in retirement plan administration for qualified plans, including IQPA audits.
Exceptional understanding of plan administration, compliance testing, and IRS regulations.
Excellent written and oral communication skills.
Meticulous attention to detail and organization.
Passion for helping people.
Proficient in Microsoft Office Suite and G‑Suite.
Proven ability to think analytically and operate independently within set deadlines.
Team player.
Shows ownership and initiative in all aspects of work.
QKA certifications.
Salary
The expected salary range for this position is $80,000–$90,000. Salary bands are based on New York and other similar metro areas and may differ based on where the role is ultimately hired.
Benefits
We are an innovative, high‑growth company with many benefits. We value health and wellness and offer competitive health coverage and generous vacation. We have a hybrid office policy; all employees are welcome at our bright, comfortable offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix, so everyone has a setting that is most productive for them. We also offer a robust 401(k) plan.
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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.
Who Are We Looking For?
The Retirement Plan Administration (RPA) team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. This team focuses on large plans and small plans, and we are looking for an experienced administrator to join our large plan/audit team. The RPA team is the go-to subject matter expert on qualified retirement plan rules and operations, often operating as an internal consulting group to define and guide strategic, operational and product improvements across the company.
What Will You Be Doing?
Year‑end testing for DC plans.
Answer client service team questions on retirement plan subjects.
Assist with plan terminations and EPCRS corrections.
Provide consulting services to sponsors and advisors as needed.
Requirements
Minimum 4 years of retirement plan administration experience.
Experience in retirement plan administration for qualified plans, including IQPA audits.
Exceptional understanding of plan administration, compliance testing, and IRS regulations.
Excellent written and oral communication skills.
Meticulous attention to detail and organization.
Passion for helping people.
Proficient in Microsoft Office Suite and G‑Suite.
Proven ability to think analytically and operate independently within set deadlines.
Team player.
Shows ownership and initiative in all aspects of work.
QKA certifications.
Salary
The expected salary range for this position is $80,000–$90,000. Salary bands are based on New York and other similar metro areas and may differ based on where the role is ultimately hired.
Benefits
We are an innovative, high‑growth company with many benefits. We value health and wellness and offer competitive health coverage and generous vacation. We have a hybrid office policy; all employees are welcome at our bright, comfortable offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix, so everyone has a setting that is most productive for them. We also offer a robust 401(k) plan.
#J-18808-Ljbffr