Senior Associate, Retirement Plan Administration – Testing
Vestwell
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $90,000 per year
Job Level
Senior
About the role
- 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
- 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
- 401(k) plan
- Employee Wellbeing Committee and wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Retirement Plan AdministrationIQPA auditscompliance testingIRS regulations
Soft skills
written communicationoral communicationattention to detailorganizationanalytical thinkingindependenceteam playerownershipinitiative
Certifications
QKA