Senior Retirement Plan Specialist (Hybrid)

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

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.