Description
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.
OUR 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.
OUR 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.
Similar jobs
Est. 241,250 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 124,959 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 170,000 USD
This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp.*This role is open to remote or hybrid candidate…
Est. 196,104 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 105,250 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 286,500 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 147,500 USD
This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp.*This role is open to remote or hybrid candidate…
Est. 126,719 USD
Internally Titled People Program Manager (Assignment: Principal Analyst, Workday HCM) At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love…
Est. 110,000 USD
This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp.*This role is open to remote or hybrid candidate…
Est. 155,000 USD
About Care Access Care Access is working to make the future of health better for all. With hundreds of research locations, mobile clinics, and clinicians across the globe, we bring world-class research and health service…
Est. 220,000 USD
Red Ventures Home helps partners across the home services ecosystem—telecom, security, energy, and home automation—drive sustainable growth through proprietary distribution, advanced data models, and AI-enabled digital s…
Est. 139,391 USD
At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love. These core values and our participant-focus lead the way no matter what. The Tax Str…
Est. 199,350 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 126,719 USD
At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love. These core values and our participant-focus lead the way no matter what. The Program…
Est. 263,125 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 86,000 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 120,000 USD
At RV Education (EDU), we believe in the power of online learning to create opportunities and transform lives. In partnership with over 300 colleges and universities, we help individuals make smart educational decisions…
Est. 130,000 USD
*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. Must be able to work Eastern Standard Time hours. For the Bankrate websi…
Est. 270,500 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 104,726 USD
WelbeHealth PACE helps seniors stay in their homes and communities by providing medical care and community-based services. We believe in going the extra mile and aim to make a genuine difference in our participants’ live…
Est. 301,500 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 80,000 USD
About Care Access Care Access is working to make the future of health better for all. With hundreds of research locations, mobile clinics, and clinicians across the globe, we bring world-class research and health service…
Est. 115,000 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 92,000 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 140,000 USD
About Care Access Care Access is working to make the future of health better for all. With hundreds of research locations, mobile clinics, and clinicians across the globe, we bring world-class research and health service…
Est. 157,000 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 107,500 USD
This role is not open to visa sponsorship or transfer of visa sponsorship including those on H1-B, F-1, OPT, STEM-OPT, or TN visa, nor is it available to work corp-to-corp. The Home Data Science team is looking for an As…
Est. 147,250 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 221,970 USD
Our mission: eliminating every barrier to mental health. Spring Health is a global mental health company on a mission to eliminate every barrier to mental health. We're building a world where getting support is simple, p…
Est. 168,663 USD
At WelbeHealth, we serve our communities’ most vulnerable seniors through shared intention, pioneering spirit, and the courage to love. These core values and our participant-focus lead the way no matter what. Under the s…