Vestwell
201 - 500 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 Series C on 2021-07
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.
Senior Associate, Retirement Plan Administration – Testing
🕒 October 23, 2025
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Vestwell
201 - 500 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 Series C on 2021-07
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
• 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
• 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
• Competitive health coverage • Generous vacation offering • 401(k) plan • Employee Wellbeing Committee and wellness programs
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