Senior Associate, Retirement Plan Administration (Testing)
VestwellNew York, New York, United States • New York, New York, United States
Posted October 23, 2025
80000 - 90000 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 financial technology company powering new savings economies. The Retirement Plan Administration (RPA) team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for clients. The team aims to improve workstreams and driving product improvements, acting as both internal consultants and a subject matter experts. The role involves working with various retirement plan types, ensuring compliance, and assisting with plan terminations and EPCRS corrections.
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
Benefits
- Competitive health coverage
- Generous vacation
- 401(k) plan
- Office workspace options
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