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 will support retirement plan administration for large plans and audits by handling compliance testing, client questions, plan terminations, corrections, and consulting for 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
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
Company Overview