Plan Manager-Bundled Pooled
Voya FinancialFull Time
Junior (1 to 2 years)
Candidates should have experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits. Exceptional understanding of plan administration, compliance testing, and IRS regulations is required. Excellent written and oral communication skills, meticulous attention to detail, organization, and a passion for helping people are essential. Proficiency in Microsoft Office Suite and G Suite, proven ability to think analytically and operate independently within set deadlines, a team player attitude, and ownership and initiative in all aspects of work are also necessary. QKA certifications are preferred.
The Associate, Retirement Plan Administration will perform year-end testing for DC plans. They will answer questions from the client service team on retirement plan subjects, assist with plan terminations and EPCRS corrections, and provide consulting services to sponsors and advisors as needed.
Digital platform for modern retirement plans
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.