Job Description
The Retirement Plan Administration (RPA) team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. We are looking for someone to join our large plan/audit team, serving as subject matter experts on qualified retirement plan rules and operations. This team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing client retirement plan compliance and driving product improvements. The ideal candidate will confidently answer retirement plan questions and collaborate with the team to improve workstreams. Responsibilities include year end testing for DC plans, assisting with plan terminations and EPCRS corrections, and providing consulting services to sponsors and advisors as needed.
About Vestwell
Vestwell is a financial technology company powering the new savings economy, redefining how people save for retirement, education, and healthcare savings needs.