Senior Associate, Retirement Plan Administration

Vestwell
Scottsdale, Arizona, United States
Full Time
Hybrid
Senior
USD 80,000 – 90,000
Professional Certificate
Finance & Accounting Financial Services Insurance

Posted 2 days ago

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Excellent 4.7

Job summary

Vestwell seeks an experienced Retirement Plan Administrator to manage responsibilities such as year-end testing for DC plans, client questions, plan terminations, and providing consulting services within a dynamic team. The role requires expertise in qualified plans, compliance testing, IRS regulations, and certifications like QKA, with opportunities across various US locations.

Responsibilities

Perform year-end testing for DC plans and assist with plan terminations and EPCRS corrections. Provide subject matter expertise and consulting services to sponsors, advisors, and internal client service teams.

Qualifications

analytical thinking attention to detail communication skills compliance testing G Suite IQPA audits IRS regulations Microsoft Office qualified plans retirement plan administration

Requires a minimum of 4 years of experience in Retirement Plan Administration for Qualified Plans and a deep understanding of IRS regulations. QKA certification and proficiency in Microsoft Office and G Suite are expected.

English

Benefits

  • Health Benefits
  • Generous Time Off
  • Employee Wellbeing Committee
  • 401(k) Plan

Company

Vestwell

Vestwell

linkedin
Financial Services
Location
Scottsdale, Arizona, United States

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Excellent 4.7
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