Senior Associate, Retirement Plan Administration

Summary

Join Vestwell's Retirement Plan Administration (RPA) team as an experienced retirement plan administrator. This role focuses on the administration of large plans, including preparing Form 5500 and related schedules, assisting plan sponsors with IQPA audits, conducting year-end testing, answering client service team questions, and providing consulting services. The ideal candidate possesses extensive experience in DC plan administration, IQPA audits, and a deep understanding of retirement plan rules and regulations. You will be a go-to expert, collaborating with the team to improve workstreams and ensuring cross-functional alignment. Vestwell offers competitive benefits, including 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