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Retirement Plan Compliance Specialist


in Telecommute / New York NY

Who are we looking for?

Vestwell is expanding and we’re excited about adding a Retirement Plan Compliance Specialist to our client-facing team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone to lead our effort to administer retirement plans to the Vestwell platform. Ideally, you have spent 3-8 years working with advisors, sponsors, recordkeepers and/or TPAs running plan designs, annual non-discrimination testing, and preparing government reporting.

What will you be doing at Vestwell?

A key component of Vestwell’s mission to empower retirement savings includes bundled fiduciary services and oversight. As a Plan Compliance Specialist you will assist advisors and sponsors with their plan design and compliance reviews in addition to regularly monitoring our plans to ensure they are being administered correctly.

Day-to-day you will also be expected to:

  • Plan document support - draft plan documents, including performing plan restatement evaluations; prepare plan amendments; and update related disclosures and notices
  • Compliance activities - perform census reviews, prepare and review non-discrimination testing, prepare annual government filings (e.g., Form 5500, 8955-SSA)
  • 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 compliance processes


The Necessities

  • 3-5 years defined contribution / qualified plan experience including non-discrimination testing, drafting of Form 5500 and related schedules, census review, and contribution reconciliation
  • Experience in successfully handling high volume workload, whether owning a book of business or being a strong lead in a testing-specific department
  • Keen attention to detail, deadlines, and customer service needs - the Plan Compliance Specialist will need to collaborate with internal stakeholders and with clients to clearly communicate the timing and other requirements of all deliverables
  • Strong, demonstrated commitment to superior customer service
  • 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 non-discrimination testing systems (Ft William, Datair, ASC, Sungard Relius)
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA

How to Apply

Apply Now

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