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Senior Associate, Retirement Plan Administration
VestwellNew York, New York, United States • United States
Posted July 8, 2025
80000 - 90000 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 a financial technology company powering the new savings economy. The Senior Associate, Retirement Plan Administration role is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients.
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
- QKA certifications
Benefits
- Competitive health coverage
- Generous vacation offering
- 401(k) plan
- Hybrid office policy
- Employee Wellbeing Committee
