Senior Plan Manager-Retirement
Voya FinancialSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries
Requirements
Candidates should have experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits, an exceptional understanding of plan administration, compliance testing, and IRS regulations, meticulous attention to detail and organization, and proficiency in Microsoft Office Suite and G suite.
Responsibilities
The Senior Associate, Retirement Plan Administration will prepare Form 5500 and related schedules, assist the Plan Sponsor with IQPA audits, conduct year-end testing for large DC plans, answer questions from the client service team on retirement plan subjects, and provide consulting services to sponsors, advisors, and IQPA auditors as needed.
Skills
Retirement Plan Administration
Qualified Plans
IQPA audits
Retirement plan compliance
Government reporting
Plan termination procedures
Operational and strategic planning in retirement plans
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.
Key Metrics
New York City, New YorkHeadquarters
2016Year Founded
$231MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees