Vestwell · 5 hours ago
Associate, Retirement Plan Administration (Testing)
United States
Full-time
Remote
Entry Level
$60K/yr - $70K/yr
1+ years expVestwell is a financial technology company based in New York City that is transforming the savings economy. They are seeking an experienced retirement plan administrator to join their Retirement Plan Administration team, responsible for compliance testing, government reporting, and overseeing retirement plan compliance for clients.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
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
Qualification
Required
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
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
2025-12-09
Company data provided by crunchbase