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About the Role

The Retirement Plan Administration (RPA) team is seeking an experienced retirement plan administrator to join their dynamic and agile team. This role focuses on administration for large plans and audit support, acting as a subject matter expert on qualified retirement plan rules and operations. The ideal candidate is motivated, manages their own responsibilities, confidently answers retirement plan questions, and collaborates to improve workstreams.

Responsibilities

Perform year-end testing for DC plans.
Answer client service team questions on retirement plan subjects.
Assist with plan terminations and EPCRS corrections.
Provide consulting services to sponsors and advisors as needed.

Requirements

Minimum 4 years of Retirement Plan Administration experience.
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.

Skills

Retirement Plan Administration
Qualified Plans
IQPA audits
Plan administration
Compliance testing
IRS regulations
Microsoft Office Suite
G suite
Analytical thinking
Independent work
Teamwork
Ownership
Initiative

Location

New York City
Austin
King of Prussia
Scottsdale

Work Type

Hybrid

Experience Level

Minimum 4 years
Associate level (for candidates with under 4 years of experience)

Education Level

QKA certifications

Salary/Compensations

$80K - $90K

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.