Senior Associate, Retirement Plan Administration (Testing)

Who you are

You have a strong background in retirement plan administration, particularly in compliance testing and government reporting. Your expertise in qualified retirement plan rules and operations makes you a go-to subject matter expert in this field. You thrive in a collaborative environment, often acting as an internal consultant to guide strategic and operational improvements across the company. Your attention to detail ensures that all compliance requirements are met for Vestwell’s bundled clients, whether they are large or small plans.

You are adept at navigating complex regulatory environments and have experience working with diverse clientele, including financial advisers, employers, and government agencies. Your ability to communicate effectively with cross-functional teams allows you to ensure alignment in executing the annual retirement plan policy. You are committed to continuous learning and staying updated on changes in retirement plan regulations.

Desirable

Experience with various retirement plan products and a solid understanding of the financial technology landscape would be beneficial. Familiarity with compliance software and reporting tools can enhance your effectiveness in this role.

What you'll do

As a Senior Associate in Retirement Plan Administration, you will be responsible for conducting compliance testing and preparing government reports for retirement plans. You will work closely with the RPA team to ensure that all plans meet regulatory requirements and that any issues are addressed promptly. Your role will involve analyzing data and providing insights to improve operational processes and compliance strategies.

You will collaborate with other departments to define and implement strategic improvements that enhance the overall efficiency of retirement plan administration. Your expertise will guide the team in navigating complex compliance issues, ensuring that Vestwell remains a leader in the fintech space.

You will also participate in training and mentoring junior team members, sharing your knowledge of retirement plan rules and best practices. Your contributions will help shape the future of Vestwell’s retirement plan offerings, ensuring they meet the needs of clients and savers alike.

What we offer

Vestwell provides a dynamic work environment where innovation and collaboration are encouraged. You will have the opportunity to work remotely, allowing for a flexible work-life balance. The company values diversity and inclusion, fostering a culture where all employees can thrive. Competitive compensation and benefits packages are offered, reflecting the importance of your role in the organization. Join Vestwell and be part of a team that is redefining how people save for their future.