&lt;div class=&quot;content-intro&quot;&gt;&lt;p&gt;&lt;strong&gt;Who Are We?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place.&amp;nbsp; As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b).&amp;nbsp; We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software.&amp;nbsp; Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.&amp;nbsp;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.&amp;nbsp;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why Vestwell?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img style=&quot;display: none;&quot; src=&quot;https://px.ads.linkedin.com/collect/?pid=3182676&amp;amp;fmt=gif&quot; alt=&quot;&quot; width=&quot;1&quot; height=&quot;1&quot;&gt;&lt;/p&gt;
&lt;p&gt;&lt;img style=&quot;display: none;&quot; src=&quot;https://px.ads.linkedin.com/collect/?pid=3182676&amp;amp;fmt=gif&quot; alt=&quot;&quot; width=&quot;1&quot; height=&quot;1&quot;&gt;&lt;/p&gt;&lt;/div&gt;&lt;p&gt;&lt;strong&gt;Who are we looking for?&lt;br&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;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.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;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.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;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.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;&lt;br&gt;&lt;/span&gt;&lt;strong&gt;What will you be doing?&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Year end testing for DC plans&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;5500s for DC plans (EZ, SF and large)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Answer questions from the client service team on retirement plan subjects&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Assist with plan terminations and EPCRS corrections&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Provide consulting services to sponsor and advisors as needed&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Requirements&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent written &amp;amp; oral communication skills&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Meticulous attention to detail &amp;amp; organization&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Passion for helping people&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proficient in Microsoft Office Suite &amp;amp; G suite&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proven ability to think analytically &amp;amp; operate independently within set deadlines&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Team player&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Shows ownership and initiative in all aspects of work&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;QKA certifications&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;The expected salary range for this position is 65k-85k. 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.&lt;/p&gt;
&lt;p class=&quot;p1&quot;&gt;&lt;em&gt;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&lt;/em&gt; &lt;a href=&quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit&quot;&gt;&lt;span class=&quot;s1&quot;&gt;&lt;em&gt;Vestwell’s &lt;/em&gt;C&lt;em&gt;alifornia Privacy Rights&lt;/em&gt; &lt;em&gt;Policy&lt;/em&gt;&lt;/span&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;div class=&quot;content-conclusion&quot;&gt;&lt;p&gt;&lt;strong&gt;Our Benefits&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We’re a growth stage startup 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 an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!&lt;/span&gt;&lt;/p&gt;&lt;/div&gt;

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