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Plan Document Specialist

Vestwell

in Telecommute / New York NY

Logo for Vestwell

WHO ARE WE?

Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.  

Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.  

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Vestwell is expanding and we’re excited about adding a Plan Document Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated specialist to assist our Retirement Services team to manage plan document drafting, amendments and restatements. Ideally, you have spent 3-5 years working with sponsors, recordkeepers and/or TPAs and have dedicated some or all of your time servicing the plan design and plan document support side of 401(k) plan servicing.

What will you be doing at Vestwell?

A key component of Vestwell’s mission to empower retirement savings includes bundled plan services and oversight. As a Plan Document Specialist you will work closely with our Implementations, Plan Operations, and Client Success teams to handle plan design reviews, drafting plan documents using a non-standardized pre-approved document, and preparing plan amendments while consulting with teams on their operational considerations.

DAY-TO-DAY YOU WILL ALSO BE EXPECTED TO:

  • Plan document support - perform plan restatement evaluations; prepare initial plan documents, amendments, and restatements; and update related disclosures and notices
  • Subject matter expertise - support team members with process reviews, research, and documentation related to plan operations, corrections, audit support
  • Product support - contribute to discussions with product and engineering teams to continually improve and iterate on our technology supported plan management

Requirements

THE NECESSITIES

  • 3-5 years experience in defined contribution / qualified plan design & document drafting
  • Thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
  • Keen attention to detail, deadlines, and customer service needs - the Plan Document Specialist will need to collaborate with internal stakeholders and with clients to clearly communicate the process, timing & plan design considerations of a plan amendment
  • Strong, demonstrated commitment to proactively managing workload according to IRS/DOL deadlines
  • Positive, collaborative, and proactive attitude
  • Proficiency with Excel and Microsoft Office suite; Google suite; cloud-based client portals and internal network drives

THE EXTRAS

  • Knowledge of one or more plan document drafting systems (Ft William, Datair, ASC, Sungard Relius)
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA

BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead.  We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

How to Apply

Apply Now


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