Senior Associate, Retirement Plan Administration

Vestwell; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health benefits (medical, dental, vision)

Paid time off

401(k) plan with company match

Hybrid work model

Job summary

Vestwell is seeking an experienced retirement plan administrator for its New York City office, focusing on compliance testing and retirement plan operations. This dynamic role supports both large and small clients while ensuring compliance with IRS regulations. Ideal candidates will have at least 4 years of experience and QKA certifications. The position offers flexibility with a hybrid work model and a competitive salary range from $80,000 to $90,000.

Benefits include health coverage, paid time off, and a 401(k) plan with a company match.

Qualifications

• Minimum 4 years of Retirement Plan Administration experience.
• Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
• Exceptional understanding of plan administration and compliance testing.

Responsibilities

• Conduct year-end testing for DC plans.
• Answer inquiries from the client service team regarding retirement plans.
• Assist with plan terminations and EPCRS corrections.

Skills

Retirement Plan Administration

Compliance testing

IRS regulations

Analytical thinking

Communication skills

Detail-oriented

Education

4 years of experience

QKA certifications

Tools

Microsoft Office Suite

G Suite

Job description

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations – often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross‑functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What Will You Be Doing?

• 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.

Requirements

• Minimum 4 years of Retirement Plan Administration experience.
  • Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
• 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.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in‑office operation.

The expected salary range for this position is $80,000 - $90,000. Salary bands are based on NY and other similar metro areas and may differ based on the location of the hire.

Benefits

• Health benefits (medical, dental, vision)
• Paid time off
• 401(k) plan with company match
• Hybrid work model offering flexibility while providing access to collaborative offices