Associate, Retirement Plan Administration (testing)

Vestwell

Remote, US
Base: $60k-$70k; bonus/equity: not specified; bene...
Remote
Qualified retirement plan administration experience
Iqpa audit experience required
Irs regulations and compliance testing knowledge
Vestwell is seeking an experienced retirement plan administrator for their Retirement Plan Administration team, which focuses on compliance testing and government reporting for their clients. The ideal candidate should have at least one year of experience in retirement plan administration, strong analytical and communication skills, and a passion for helping others

Job Summary

  • The Retirement Plan Administration team serves as subject matter experts on qualified retirement plan rules and operations.
  • Responsibilities include year-end testing for DC plans, assisting with plan terminations, and providing consulting services to sponsors.
  • Vestwell offers competitive health coverage, generous vacation, and a hybrid office policy across multiple locations.

Matching Summary

Match Score: 85

Vestwell is seeking an experienced retirement plan administrator for their Retirement Plan Administration team, which focuses on compliance testing and government reporting for their clients. The ideal candidate should have at least one year of experience in retirement plan administration, strong analytical and communication skills, and a passion for helping others.

Salary

Base: $60K-$70K; Bonus/Equity: Not specified; Benefits: Competitive health coverage, generous vacation, 401(k) plan

Skills & Requirements

Must-have

  • Qualified retirement plan administration experience
  • IQPA audit experience required
  • IRS regulations and compliance testing knowledge

Nice-to-have

  • Passion for helping people
  • Analytical thinking and independent operation
  • Excellent written and oral communication skills

Key Requirements

  • Minimum 1 year of Retirement Plan Administration experience
  • QKA certification preferred
  • Proficiency in Microsoft Office Suite and G suite

Work Rights

Not specified

Tailored Resume

Cover Letter