[Remote] Associate, Retirement Plan Administration at Vestwell

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Fintech, Retirement Services, Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

Retirement plan administrationCompliance testingGovernment reportingPlan terminationsQualified retirement plan rulesOperationsFinancial technologyFintech platform

Questions & Answers

Common questions about this position

What is the salary range for the Associate, Retirement Plan Administration role?

The salary range is $60,000 - $70,000, based on NY and similar metro areas, and may differ based on hire location.

Is this position remote or hybrid, and what's the location?

The role is hybrid with a Midtown Manhattan office available.

What key skills and experience are required for this role?

Required experience includes Retirement Plan Administration for Qualified Plans with IQPA audits, exceptional understanding of plan administration, compliance testing, and IRS regulations, plus excellent communication skills, attention to detail, and proficiency in Microsoft Office Suite and Google Workspace.

What benefits does Vestwell offer?

Benefits include competitive health coverage, generous vacation offering, dedicated Employee Wellbeing Committee, and hybrid office policy.

What makes a strong candidate for this position?

Strong candidates have experience in retirement plan administration including IQPA audits, deep knowledge of compliance and IRS regulations, QKA certification preferred, excellent communication and organizational skills, and a passion for helping people with strong team player mentality and initiative.

Vestwell

Digital platform for modern retirement plans

About Vestwell

Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

New York City, New YorkHeadquarters

2016Year Founded

$231MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

Hybrid Work Options

401(k) Retirement Plan

Performance Bonus

Company Equity

Risks

Increased competition from Ascensus in the state auto-IRA market.

Ameritas and Pontera partnership may divert clients seeking integrated financial services.

Dependence on John Hancock partnership could pose risks if challenges arise.

Differentiation

Vestwell offers a comprehensive digital platform for retirement plan management.

The company provides customizable investment options tailored to individual employee needs.

Vestwell integrates fiduciary services to limit employer liability in retirement plans.

Upsides

Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.

Collaboration with John Hancock Retirement boosts market presence and credibility.

$125 million Series D funding supports platform expansion and service enhancement.

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