Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
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?
Vestwell is expanding and we’re excited about adding a Senior Specialist, Plan Documents who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated senior specialist to assist our Operations team to manage plan document drafting, amendments, restatements and other related projects. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some or all of your prior experience supporting plan design and plan document services for qualified/non-qualified plans.
What Will You Be Doing?
A key component of Vestwell’s mission to empower retirement savings includes bundled plan services and oversight. As a Senior Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to handle plan design reviews, drafting plan documents and amendments, and consulting with Plan Sponsors.
Day-To-Day, You Will Also Be Expected To:
- Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures
- Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support
- Project management - create processes for novel and recurring large-scale document projects; and assure successful, timely completion of each
- Provide Product support - contribute to discussions with various Product Teams to continually improve and iterate on our technology and to iterate automation for plan document creation and management
- Provide consultative client support - collaborate with Plan Sponsors to optimize plan design via discretionary amendment requests, addressing queries, and ensuring a clear understanding of chosen plan specifications
Requirements
The Necessities:
- At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting
Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations - Keen attention to detail and deadlines
- Considerable background in client servicing and strong communication skills
- Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
- Positive, collaborative, and proactive attitude
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
The Extras
- Knowledge of one or more plan document and its related draft system (e.g. FT William, Datair, ASC, Sungard Relius)
- Knowledge of Application Programming Interface (API) functionality
- Experience with SalesForce or similar Customer Relationship Management (CRM) software
- Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience
This role will be based in either the New York City, Austin, King of Prussia office, and will be part of Vestwell's hybrid in-office operation. For a stellar candidate, we're open to hiring this role fully remote.
The expected base salary range for this position is $65K - $75K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. 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 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 generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] 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.
Top Skills
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone.
Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings.
Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves.
Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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