Vestwell is a financial technology company powering the new savings economy. They are seeking an Associate for their Retirement Plan Administration team to manage compliance testing, government reporting, and plan terminations for their clients.
Responsibilities
- 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
Skills
- Minimum 1 year 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
- 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
- Hybrid office policy
- A great 401(k) plan
Company Overview
Vestwell is a digital savings platform that offers and manages a range of savings and retirement plans. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is http://vestwell.com.