The modern savings platform for everyone
Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...
Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...
Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...
Vestwell • Remote
Vestwell is seeking a Senior Associate for their Retirement Plan Administration team to ensure compliance and operational excellence for large retirement plans. This role requires expertise in retirement plan rules and operations, with a focus on strategic improvements.
You have a strong background in retirement plan administration, with a focus on compliance testing and government reporting. Your experience allows you to navigate complex regulations and ensure that plans meet all necessary requirements. You are detail-oriented and possess excellent analytical skills, enabling you to identify areas for operational improvement. You thrive in a collaborative environment, working closely with cross-functional teams to drive strategic initiatives. Your ability to communicate effectively with various stakeholders makes you a go-to resource for retirement plan compliance matters. You are committed to continuous learning and staying updated on industry trends and regulations.
As a Senior Associate in the Retirement Plan Administration team, you will be responsible for overseeing compliance testing and government reporting for large retirement plans. You will work closely with clients to ensure their plans are administered correctly and in accordance with regulations. Your role will involve conducting audits and providing guidance on retirement plan operations, helping to define and implement strategic improvements across the organization. You will collaborate with other departments to ensure alignment on retirement plan policies and procedures. Additionally, you will serve as a subject matter expert, providing insights and recommendations to enhance the overall effectiveness of the retirement plan administration process.
Vestwell offers a dynamic work environment where you can make a significant impact on the financial technology landscape. You will have the opportunity to work with a diverse clientele and contribute to innovative solutions that redefine how people save for retirement. We provide competitive compensation and benefits, along with a culture that values collaboration and professional growth. Join us in our mission to empower individuals and businesses to achieve their financial goals through effective retirement planning.
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