高级专员，退休计划管理
Senior Associate, Retirement Plan Administration
Vestwell 是一家金融科技公司，正在推动新的储蓄经济。我们的平台重新定义了人们在退休、教育和医疗储蓄需求方面保存资金的方式。
目前，Vestwell 为超过 35 万家企业和超过 200 万名活跃的储蓄者提供服务，全美 50 个州的资产总规模已超过 500 亿美元。
Vestwell 的平台服务于多样化的客户群体，包括财务顾问、雇主、第三方管理员、金融机构、薪资服务商、政府机构和个人储蓄者。如需了解更多，请访问 [vestwell.com](http://vestwell.com/)
**我们寻找谁？**
退休计划管理（RPA）团队负责 Vestwell 联合客户的合规测试、政府报告、计划终止和退休计划合规性。团队中一部分人专注于大型计划的管理，另一部分人则处理小型计划。我们正在寻找一位加入大型计划/审计团队的人选。
该团队是合格退休计划规则和运营方面的内部专家，经常作为内部咨询小组，定义并指导公司在退休计划方面的战略、运营和产品改进。团队确保跨职能协作，在迭代和执行年度退休计划管理流程中发挥协调作用，监督 Vestwell 客户的退休计划合规性，并推动产品改进。
RPA 团队正在寻找一位经验丰富的退休计划管理员加入这个充满活力且敏捷的团队。理想的候选人是一个能够自主管理职责、自信回答退休计划相关问题，并与团队协作改进工作流的积极个体。
**你将做什么？**
- DC 计划的年末测试。
- 回答客户支持团队关于退休计划相关的问题。
- 协助计划终止和 EPCRS 纠正。
- 根据需要为发起人和顾问提供咨询服务。
**要求**
- 至少 4 年的退休计划管理经验。
- 经验不足 4 年的候选人也鼓励申请，考虑在初级职位上进行评估
- 具有合格计划的退休计划管理经验，包括参与 IQPA 审计。
- 对计划管理、合规测试和 IRS 规定有深刻理解。
- 出色的书面和口头沟通能力。
- 细致严谨
查看英文原文
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit [vestwell.com](http://vestwell.com/)
**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. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.
This 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.
The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is 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 4 years of Retirement Plan Administration experience.
- Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
- 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.
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.
The expected salary range for this position is $80K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
**Employee Benefits** We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
**Interview Process**
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [recruiting@vestwell.com](mailto:recruiting@vestwell.com) any other domain not ending in [vestwell.com](http://vestwell.com/) is not our Recruitment team.
_Vestwell’s_ [_Privacy Policy._](https://www.vestwell.com/privacy-policy) _Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:_ [_Vestwell’s California Privacy Rights Policy._](https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&ouid=111643980444675168924&rtpof=true&sd=true)