Senior Associate, Retirement Plan Administration

New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ$80k – $90kPosted 6 days ago

Role Overview

Vestwell is hiring a Senior Associate, Retirement Plan Administration. This is a contract role in New York, NY | Austin, TX | King of Prussia, PA | Scottsdale. posted 6 days ago. The posted range is $80k to $90k. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

Who Are We Looking For?

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. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.

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.

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What Will You Be Doing?

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.
- Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level
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.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected salary range for this position is $80K - $90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

About Vestwell

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Frequently Asked Questions

How do I apply for the Senior Associate, Retirement Plan Administration position at Vestwell?

Use the Apply button above to submit your application directly to Vestwell. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Senior Associate, Retirement Plan Administration position at Vestwell located?

This position is based in New York, NY | Austin, TX | King of Prussia, PA | Scottsdale. Vestwell has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

How much does the Senior Associate, Retirement Plan Administration role at Vestwell pay?

Vestwell has posted a compensation range of $80k to $90k for this position. Final offers typically vary based on candidate experience, location, and internal salary bands.

When was the Senior Associate, Retirement Plan Administration role at Vestwell posted?

This role was posted on July 8, 2026 (6 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

How much experience does the Senior Associate, Retirement Plan Administration role at Vestwell require?

This is a senior-level position. Most senior roles call for 5+ years of directly relevant experience. Vestwell lists their specific requirements in the description below, so review the must-have qualifications closely before applying.