Coordinator, Plan Documents

Who Are We Looking For?

Vestwell is expanding and we’re excited about adding a Coordinator to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated coordinator to assist our Operations  team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting services for 401(k) and 403(b) plans is helpful, but not required.

What Will You Be Doing?

A key component of Vestwell’s mission to empower retirement savings includes bundled plan services and oversight. As a Coordinator on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.

 Day-to-Day, You May Also Be Expected To:

• Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures

• Project management support - assist with  processes for large-scale document projects; and assure successful, timely completion of each

• Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents

 

Requirements

The Necessities

• Keen attention to detail and deadlines
• You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed
• Strong, demonstrated commitment to proactively managing workload 
• Positive, collaborative, and proactive attitude
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries 
• Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives

The Extras

• Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
• Knowledge of Application Programming Interface (API) functionality
• Professional experience with qualified plans 
• Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience

 

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 base salary range for this position is $50K - $55K 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.