Join Vestwell as a Senior Associate in Retirement Plan Administration, focusing on compliance and consulting for large retirement plans.
Posted by employer 2 months ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Requirements
- Experience
- 4+ years
Not disclosed in this posting: visa sponsorship.
Benefits
Joblaze summary
In the role of Senior Associate for Retirement Plan Administration at Vestwell, the individual will manage compliance testing, government reporting, and plan terminations for large retirement plans. Key skills include a strong understanding of IRS regulations and retirement plan operations, along with proficiency in Microsoft Office and G Suite. This position is ideal for candidates with at least four years of relevant experience who are detail-oriented and capable of working independently while collaborating with a dynamic team. Vestwell's RPA team operates as internal consultants, driving strategic improvements across the company.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Vestwell's career page.
- Vestwell has 20 other open roles including Associate, Saver Operations, Associate, Software Engineer, Associate, Conversions.
- Salary band is below the typical range for comparable tech roles (median ~$126,944).
Quick facts
- Is the Senior Associate, Retirement Plan Administration role remote?
- It's hybrid — Vestwell expects some on-site time in New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ | Remote.
- What's the salary range?
- Vestwell lists $80,000–$90,000 for this role.
- How much experience is required?
- At least 4 years of relevant experience for this Senior Associate, Retirement Plan Administration role.
- Where is the role based?
- Vestwell is hiring for this position in New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ | Remote.
- What seniority level is this role?
- Vestwell targets senior candidates for this position.
- Is this full-time or contract?
- Full-time for this Senior Associate, Retirement Plan Administration role at Vestwell.
From the original posting
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.
Today, 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. To learn more, visit vestwell.com
Who Are We Looking For?
The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.
This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.
The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.
What Will You Be Doing?
- 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.
Requirements
- Minimum 4 years of Retirement Plan Administration experience.
- Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
- 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.
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.
The expected salary range for this position is $80K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in vestwell.com is not our Recruitment team.
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.