Associate, Retirement Plan Administration (Testing)
Vestwell is a financial technology company transforming the savings economy, serving over 350,000 businesses and nearly 1.5 million active savers. They are seeking an experienced retirement plan administrator to join their Retirement Plan Administration team, responsible for compliance testing, government reporting, and retirement plan compliance for clients.
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
- 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