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Senior Specialist, Retirement Services at Vestwell - ApplyBlast

Senior Specialist, Retirement Services

Vestwell

4 months ago

3.7 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

Vestwell is seeking a Senior Specialist to join its Retirement Services team. The role focuses on consulting with plan sponsors on plan design, interpreting ERISA and related regulations, and drafting and maintaining compliant retirement plan documents. The specialist will work cross‑functionally with sales, onboarding, product, and client success teams to ensure accurate and scalable plan documentation.

Responsibilities

Interpret ERISA and related regulations to draft compliant retirement plan documents
Collaborate with sponsors and internal teams to design and amend defined contribution plans
Manage large‑scale document projects and improve automation processes

Skills

Qualifications

Qualified 401(k) Administrator (QKA)

About Vestwell

vestwell.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2016

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Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.