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Senior Associate, Retirement Plan Administration (Testing)

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Fin Capital

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Location:
United States

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Category:

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Contract Type:
Not provided

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Salary:

80000.00 - 90000.00 USD / Year

Job Description:

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.

Job Responsibility:

  • Year end testing for DC plans
  • Answer questions from the client service team on retirement plan subjects
  • Assist with plan terminations and EPCRS corrections
  • Provide consulting services to sponsor and advisors as needed

Requirements:

  • Minimum 4 years of Retirement Plan Administration experience
  • Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits
  • Exceptional understanding of plan administration, compliance testing and IRS regulations
  • Excellent written & oral communication skills
  • Meticulous attention to detail & organization
  • Passion for helping people
  • Proficient in Microsoft Office Suite & G suite
  • Proven ability to think analytically & operate independently within set deadlines
  • Team player
  • Shows ownership and initiative in all aspects of work
  • QKA certifications
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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