Retirement Plan Associate
EarnestSalary not specified
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries
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
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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