Associate, Retirement Plan Administration (Testing)
VestwellNew York, New York, United States
Posted October 23, 2025
60000 - 70000 USD year
Full Time
About the Company
Vestwell is a leading fintech platform headquartered in New York City, transforming access to essential financial wellness programs for businesses and individuals. They offer a suite of comprehensive savings solutions, including 401(k), 403(b), IRA, and 529 plans, enabling over 350,000 businesses and over a million active savers with $30 billion in assets across all 50 states. As an extension of its partners, Vestwell ensures financial security by addressing critical aspects like retirement, healthcare, disability, and education needs.
Job Description
Vestwell is a fintech company revolutionizing retirement savings, providing a platform for various savings accounts and offering employer-offered benefits. The Retirement Plan Administration team focuses on compliance testing, government reporting, and plan terminations, serving a diverse range of clients including financial advisors and employers. This role requires experience with qualified retirement plan administration and strong analytical and communication skills.
Requirements
- Experience in Retirement Plan Administration for Qualified Plans
- Understanding of plan administration, compliance testing, and IRS regulations
- Excellent written & oral communication skills
- Meticulous attention to detail & organization
- Passion for helping people
- Proficiency in Microsoft Office Suite & G suite
Benefits
- Competitive health coverage
- Generous vacation offer
- Hybrid office policy
- 401(k) plan
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