[Remote] Associate, Retirement Plan Administration (Testing)
Note: The job is a remote job and is open to candidates in USA. Vestwell is a financial technology company powering the new savings economy, enabling over 350,000 businesses and nearly 1.5 Million active savers. The Retirement Plan Administration team is seeking an experienced retirement plan administrator to manage compliance testing and provide consulting services, ensuring alignment in the administration process for Vestwell's 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
- Great 401(k) plan
Company Overview