Note: The job is a remote job and is open to candidates in USA. Vestwell is a financial technology company powering savings solutions across retirement, education, and healthcare. The Senior Associate, Retirement Plan Administration will support the large plan and audit team by performing year-end testing, answering retirement plan questions, assisting with plan terminations and corrections, and providing consulting services to sponsors and advisors.
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 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
- + Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
Benefits
- Comprehensive health benefits
- Generous time off
- A dedicated Employee Wellbeing Committee
- Hybrid work model offers flexibility while providing access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- A competitive 401(k) plan
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