Senior Associate, Retirement Plan Administration

Vestwell

Senior Associate responsible for retirement plan compliance and administration at Vestwell. Overseeing compliance testing, government reporting, and collaborating with clients for their retirement needs.

Posted 7/16/2026full-timeNew York City • Arizona, New York, Pennsylvania, Texas • 🇺🇸 United StatesSenior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in Retirement Plan Administration, including compliance testing and IRS regulations, while providing exceptional client consulting services. Strong analytical skills and meticulous attention to detail are essential for effective plan management and client support.

Highest-signal resume keywords

Retirement Plan AdministrationCompliance TestingIRS RegulationsQKA CertificationMicrosoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationCompliance TestingIRS RegulationsPlan TerminationsEPCRS Corrections

Soft Skills

Excellent Written CommunicationExcellent Oral CommunicationAttention to DetailAnalytical ThinkingTeam Player

Tools & Technologies

Microsoft Office SuiteG Suite

Certifications & Qualifications

QKA Certification

Industry Keywords

Qualified PlansClient ServiceConsulting Services

About the role

Key responsibilities & impact

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

What you’ll need

Minimum 4 years of Retirement Plan Administration experience
Experience in Retirement Plan Administration for Qualified Plans
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
Team player
Shows ownership and initiative in all aspects of work
QKA certifications

Benefits

Comp & perks

Comprehensive health benefits
Generous time off
Employee Wellbeing Committee
401(k) plan