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Senior Associate – Retirement Plan Administration
| Company | Vestwell |
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| Location | New York, NY, USA |
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| Salary | $85000 – $95000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- 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
Responsibilities
- Preparation of Form 5500 and related schedules
- Assist the Plan Sponsor with IQPA audits
- Year-end testing for large DC plans
- Answer questions from the client service team on retirement plan subjects
- Provide consulting services to sponsor, advisors and IQPA auditors as needed
Preferred Qualifications
No preferred qualifications provided.
