Vestwell
Finance • Fintech • B2B
Vestwell is a modern savings platform designed for savers, offering a range of savings solutions with an emphasis on user experience. The company specializes in providing workplace-sponsored retirement plans, such as 401(k) and 403(b), individual retirement accounts (IRAs), and education savings accounts like 529 plans and ABLE accounts. Vestwell partners with financial advisors, employers, TPAs, payroll providers, and government agencies to simplify savings through efficient integration with payroll and financial systems. By leveraging technology, Vestwell ensures user-friendly access to its comprehensive suite of savings products, helping individuals and businesses navigate retirement and education savings with ease.
Retirement Plan Administration Associate
Job not on LinkedIn
July 19
🗽 New York – Remote
💵 $60k - $70k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🖥️ Administration
🦅 H1B Visa Sponsor
Vestwell
Finance • Fintech • B2B
Vestwell is a modern savings platform designed for savers, offering a range of savings solutions with an emphasis on user experience. The company specializes in providing workplace-sponsored retirement plans, such as 401(k) and 403(b), individual retirement accounts (IRAs), and education savings accounts like 529 plans and ABLE accounts. Vestwell partners with financial advisors, employers, TPAs, payroll providers, and government agencies to simplify savings through efficient integration with payroll and financial systems. By leveraging technology, Vestwell ensures user-friendly access to its comprehensive suite of savings products, helping individuals and businesses navigate retirement and education savings with ease.
📋 Description
• Vestwell is the financial technology company powering the new savings economy. • 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. • 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. • The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team.
🎯 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 in all aspects of work • QKA certifications
🏖️ Benefits
• We’re an innovative, high-growth company, with lots of exciting milestones ahead. • We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. • We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. • Oh, and naturally we have a great 401(k) plan!
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