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Associate, Retirement Plan Administration
VestwellNew York, New York, United States
Posted July 18, 2025
60000 - 70000 USD year
Full Time
About the Company
Vestwell powers flexible and cost-effective savings and investment programs for businesses and individual savers.
Job Description
Vestwell is looking for an Associate, Retirement Plan Administration to join their RPA team. The team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell's bundled clients. The ideal candidate is a motivated individual with experience in Retirement Plan Administration for Qualified Plans, including IQPA audits.
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
Benefits
- Competitive health coverage
- Generous vacation offering
- 401(k) plan
- Employee wellbeing committee
