Vestwell · 2 months ago
Associate, Retirement Plan Administration (Testing)
United States
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $70K/yrVestwell is a financial technology company powering the new savings economy, offering products such as workplace-delivered retirement plans. The role involves compliance testing, government reporting, and driving product improvements for retirement plans, while collaborating with the team to enhance workstreams.
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
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.
Founded in 2016
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, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
Company data provided by crunchbase