[Remote] Associate, Retirement Plan Administration (Testing) at Vestwell

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

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

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

Key technologies and capabilities for this role

Retirement Plan AdministrationCompliance TestingGovernment ReportingPlan TerminationsRetirement Plan ComplianceQualified Retirement Plan Rules

Questions & Answers

Common questions about this position

What is the salary range for this Associate position?

The expected salary range is $60K-$70K, based on NY and other similar metro areas.

Is this role remote or does it require working in an office?

This information is not specified in the job description.

What skills and experience are required for this role?

Requirements include experience in Retirement Plan Administration for Qualified Plans with IQPA audits, exceptional understanding of plan administration, compliance testing and IRS regulations, QKA certifications, excellent communication skills, attention to detail, analytical thinking, and proficiency in Microsoft Office Suite & G Suite.

What is the team culture like at Vestwell's RPA team?

The RPA team is dynamic and agile, acting as subject matter experts and internal consultants, with a collaborative environment focused on improving workstreams, ensuring cross-functional alignment, and driving product improvements.

What makes a strong candidate for this position?

A strong candidate has QKA certifications, experience with IQPA audits and compliance testing, shows ownership and initiative, operates independently within deadlines, and is a team player with passion for helping people.

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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