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Plan Document Specialist

Vestwell

in Remote / New York NY

Logo for Vestwell

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place.  As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b).  We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future. 

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software.  Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.  

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.  

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals. 

WHY VESTWELL?

With backing from leading FinTech 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-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

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 a few 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:

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

REQUIREMENTS

The Necessities

  • Professional 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

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our 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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