[Remote] Senior Associate, Retirement Plan Administration at Vestwell

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Skills

Key technologies and capabilities for this role

Retirement Plan AdministrationQualified PlansIQPA auditsRetirement plan complianceGovernment reportingPlan termination proceduresOperational and strategic planning in retirement plans

Questions & Answers

Common questions about this position

What salary or compensation is offered for this Senior Associate role?

This information is not specified in the job description.

Is this position remote or does it require office work?

This information is not specified in the job description.

What skills are required for the Senior Associate, Retirement Plan Administration role?

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

What is the company culture like at Vestwell?

The RPA team acts as subject matter experts and internal consultants on retirement plans, ensuring cross-functional alignment, overseeing client compliance, and driving product improvements in a collaborative environment.

What makes a strong candidate for this role?

Strong candidates have experience in Retirement Plan Administration for Qualified Plans including IQPA audits, deep knowledge of compliance testing and IRS regulations, excellent communication, attention to detail, analytical skills, and proficiency in Microsoft Office and G Suite.

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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