Associate, Retirement Plan Administration (Audit)

Who you are

You have a solid understanding of retirement plan compliance and administration, with experience in compliance testing and government reporting. You are detail-oriented and can navigate complex regulations while ensuring that all processes align with legal requirements. You thrive in a collaborative environment, working closely with cross-functional teams to implement strategic improvements in retirement plan operations. Your ability to communicate effectively with various stakeholders, including financial advisers and employers, makes you a valuable asset to the team. You are proactive in identifying areas for improvement and are committed to delivering high-quality service to clients. You understand the importance of maintaining compliance in the financial technology sector and are eager to contribute to Vestwell's mission of redefining savings.

What you'll do

As part of the Retirement Plan Administration team, you will focus on compliance testing and government reporting for large retirement plans. You will be responsible for ensuring that all plans meet regulatory requirements and that necessary documentation is completed accurately and on time. You will collaborate with internal teams to define and guide strategic improvements in retirement plan operations, acting as a subject matter expert on qualified retirement plan rules. Your role will involve analyzing compliance data, preparing reports, and assisting in plan terminations when necessary. You will also participate in cross-functional meetings to align on operational strategies and share insights that can enhance the overall client experience. Your contributions will help Vestwell maintain its reputation as a leader in the fintech space, ensuring that clients receive the best possible service.

What we offer

Vestwell provides a dynamic work environment where you can grow your career in the financial technology sector. You will have the opportunity to work with a diverse clientele and contribute to innovative solutions that impact the savings economy. We value collaboration and encourage you to share your ideas for improving our processes. Our team is committed to professional development, offering resources and support to help you advance your skills. You will be part of a mission-driven company that is making a difference in how people save for their future. We believe in work-life balance and offer flexible remote work options to accommodate your needs.