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About the Role

Vestwell is seeking a dedicated Senior Specialist for its Retirement Services team to support Sales, Onboarding, Plan Design, and Plan Documents teams. This role involves document creation and consultation with sponsors on plan features, requiring expertise in plan design, compliance, and qualified/non-qualified plan servicing.

Responsibilities

• Independently interpret ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents.
• Translate Plan Sponsors’ business goals into plan documents aligned with Vestwell platform capabilities and operational requirements.
• Act as a key subject matter expert, partnering closely with internal teams and Plan Sponsors to ensure accuracy, compliance, and scalability of plan documentation.
• Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring clear understanding of chosen plan specifications.
• Support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models.
• Capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents.
• Create, amend, and restate retirement plan documents that are legally compliant and operationally sound by interpreting ERISA and other applicable laws, regulations, and guidance.
• Prepare plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures.
• Exercise discretion in evaluating plan design requests, assessing legal and operational risk, and determining appropriate document structures with minimal supervision.
• Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services teams to ensure plan documents support seamless implementation and ongoing administration.
• Support and contribute to process reviews, research, and documentation related to plan document operations, corrections, and audit support.
• Design and manage workflows for novel and recurring large-scale document projects, ensuring timely, accurate, and scalable execution.
• Partner with Product teams to improve document automation, technology-supported drafting processes, and overall plan document management capabilities.

Requirements

• Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations.
• At least 5 years of experience in qualified/non-qualified plans including sales support, design consultation, document drafting, and non-discrimination testing.
• Keen attention to detail, deadlines, and customer service needs.
• Strong communication skills.
• Collaborative approach with internal stakeholders and clients.
• Strong commitment to proactively managing workload.
• Proficiency with Excel and Microsoft Office suite.
• Proficiency with Google Workspace.
• Proficiency with cloud-based client portals and internal network drives.
• Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius).
• Knowledge of Application Programming Interface (API) functionality.
• Experience with SalesForce or similar Customer Relationship Management (CRM) software.
• Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience.

Skills

• ERISA interpretation
• Retirement plan laws
• Plan design consultation
• Plan document review
• Regulatory interpretation
• Compliance expertise
• Plan document drafting
• Independent judgment
• Cross-functional collaboration
• Process improvement
• Documentation management
• Project management
• Product development support
• Automation support
• Excel
• Microsoft Office suite
• Google Workspace
• SalesForce
• CRM software

Location

• Austin
• Scottsdale

Work Type

• Hybrid

Experience Level

• Senior Specialist
• At least 5 years of experience

Education Level

• Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience

Salary/Compensations

• $75K - $85K
• plus performance base bonus
• eligible to participate to receive new hire equity

Benefits

• Comprehensive health benefits
• Generous time off
• Dedicated Employee Wellbeing Committee
• Competitive 401(k) plan

About the Company

• Vestwell is the financial technology company powering the new savings economy.
• Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
• Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
• Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

Equal Opportunity

• Vestwell’s Privacy Policy.
• Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you.
• Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.