Senior Associate, Retirement Plan Administration
New
V
VestwellFinancial Technology
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.Full-TimeSenior
Salary80,000 - 90,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum 4 years of Retirement Plan Administration experience
- Required Skills
- Microsoft Office SuiteGoogle Workspace
Requirements
- Minimum 4 years of Retirement Plan Administration experience.
- 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.
- Proficient in Microsoft Office Suite & G suite.
- Proven ability to think analytically & operate independently within set deadlines.
- Shows ownership and initiative in all aspects of work.
- QKA certification preferred.
Responsibilities
- Perform year-end testing for DC plans.
- Address retirement plan-related inquiries from the client service team.
- Assist with plan terminations and EPCRS corrections.
- Provide consulting services to plan sponsors and advisors as needed.
- Manage retirement plan compliance and operations for assigned plan blocks.
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