Senior Associate, Retirement Plan Administration

Summary

Join Vestwell's Retirement Plan Administration (RPA) team as an experienced retirement plan administrator specializing in large plan audits. You will be responsible for 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 on retirement plan subjects, and providing consulting services to sponsors, advisors, and IQPA auditors. This role requires extensive experience in DC plan administration, a deep understanding of plan administration, compliance testing, and IRS regulations, and strong communication and analytical skills.

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

• 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 midtown Manhattan so everyone has a setting that is the most productive for them
• We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely
• Oh, and naturally we have a great 401(k) plan!