Associate, Retirement Plan Administration (Audit)

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. The team focuses on large plans and small plans; we are looking for someone to join our large plan/audit team. The RPA 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. We are seeking an experienced retirement plan administrator who is a motivated individual 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 1 year of Retirement Plan Administration experience. 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. The expected salary range for this position is $60 K–$70 K. Salary bands are based on New York and other similar metro areas and may differ based on the role’s location. Our Benefits Competitive health coverage and generous vacation offering. Hybrid office policy with opportunities in Midtown Manhattan, Austin, King of Prussia and Phoenix offices. 401(k) plan with vesting and company match. #J-18808-Ljbffr Albert Invent