Associate, Retirement Plan Administration

Summary

Join Vestwell's Retirement Plan Administration (RPA) team as an experienced retirement plan administrator. You will be part of the audit team, handling the administration of large plans, and serving as a subject matter expert on qualified retirement plan rules and operations. Responsibilities include preparing Form 5500 and related schedules, assisting plan sponsors with IQPA audits, conducting year-end testing for large DC plans, answering client service team questions, and providing consulting services. The ideal candidate possesses extensive experience in DC plan administration, IQPA audits, and a strong understanding of IRS regulations. Vestwell offers competitive health coverage, generous vacation time, a hybrid work policy, and a 401(k) plan.

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

Responsibilities

• Preparation of Form 5500 and related schedules
• Assist the Plan Sponsor with IQPA audits
• Year-end testing for large DC plans
• Answer questions from the client service team on retirement plan subjects
• Provide consulting services to sponsor, advisors and IQPA auditors as needed

Benefits

• Competitive health coverage
• Generous vacation offering
• Hybrid office policy
• 401(k) plan