Vestwell
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.
Who Are We Looking For? We’re expanding and we’re excited about adding a Senior Plan Design Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. You should have spent over 8 years working with sponsors, recordkeepers and/or TPAs and have dedicated time servicing the plan design, compliance and plan document sides of 401(k) plan servicing.
What Will You Be Doing? As a Senior Plan Design Specialist you will support our Sales and Plan Design teams. Your responsibilities include plan design consultations, plan design reviews, drafting plan documents aligned with Vestwell platform capabilities, and ensuring a seamless transition from Plan Design to Implementation for incoming clients.
Day‑To‑Day, You Will Also Be Expected To
Plan Design Consultation – Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries and ensuring clear understanding of chosen plan specifications.
Illustration Support – Provide swift and detailed plan analysis, including profit‑sharing and safe harbor design comparisons, offering commentary to support recommendations.
Plan Document Review – Support sales in conversion contract considerations, perform a plan spec review against supported and outsourced design models, and capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents.
Subject‑Matter Expertise – Support team members with process reviews, research, and documentation related to plan design, plan proposals, and onboarding.
Project Management – Ensure a smooth transfer of incoming plans from Sales to Implementation.
Plan Document Creation – Perform plan restatement evaluations, including prior plan document to restated plan document mid‑year change assessments, protected benefit analysis, and alignment with Vestwell platform requirements.
On‑Call Support – Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes.
Product Support – Contribute to discussions with product and engineering teams to continually iterate on our technology‑supported design and onboarding processes.
Requirements
Strong commitment to delivering superior service.
Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non‑discrimination testing.
Thorough understanding of ERISA, DOL, and IRS regulations.
Keen attention to detail, deadlines, and customer service needs.
Collaborative approach with internal stakeholders and clients to clearly communicate the process, timing, and plan design considerations of new and restated plans.
Strong commitment to proactively managing workload.
Positive, collaborative, and proactive attitude.
Proficiency with Excel and Microsoft Office suite, Google Workspace, and cloud‑based client portals and internal network drives.
The Extras
Knowledge of one or more non‑discrimination testing systems (Ft William, Datair, ASC, Sungard Relius).
Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius).
Qualified 401(k) Administrator (QKA) or higher credential from ASPPA.
Location and Compensation This role will be based in Vestwell’s NYC, Austin, King of Prussia, or Phoenix office and will be part of a hybrid in‑office operation. For exceptional candidates, we’re open to hiring this role fully remote. Expected base salary range: $80,000 – $90,000. The position is eligible to participate in the Company Bonus Pool and receive new‑hire equity.
Benefits We offer competitive health coverage, generous vacation, a dedicated Employee Well‑Being Committee, flexible workspace options across our offices, and a 401(k) plan.
Our Process It starts with 1‑2 conversations about Vestwell, your experience, and your interests. Next steps include experience screens and, if successful, virtual or in‑person interview panels. Before making an offer, we conclude with a reference‑check stage. We prioritize transparency and lack of surprise throughout the process.
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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.
Who Are We Looking For? We’re expanding and we’re excited about adding a Senior Plan Design Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. You should have spent over 8 years working with sponsors, recordkeepers and/or TPAs and have dedicated time servicing the plan design, compliance and plan document sides of 401(k) plan servicing.
What Will You Be Doing? As a Senior Plan Design Specialist you will support our Sales and Plan Design teams. Your responsibilities include plan design consultations, plan design reviews, drafting plan documents aligned with Vestwell platform capabilities, and ensuring a seamless transition from Plan Design to Implementation for incoming clients.
Day‑To‑Day, You Will Also Be Expected To
Plan Design Consultation – Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries and ensuring clear understanding of chosen plan specifications.
Illustration Support – Provide swift and detailed plan analysis, including profit‑sharing and safe harbor design comparisons, offering commentary to support recommendations.
Plan Document Review – Support sales in conversion contract considerations, perform a plan spec review against supported and outsourced design models, and capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents.
Subject‑Matter Expertise – Support team members with process reviews, research, and documentation related to plan design, plan proposals, and onboarding.
Project Management – Ensure a smooth transfer of incoming plans from Sales to Implementation.
Plan Document Creation – Perform plan restatement evaluations, including prior plan document to restated plan document mid‑year change assessments, protected benefit analysis, and alignment with Vestwell platform requirements.
On‑Call Support – Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes.
Product Support – Contribute to discussions with product and engineering teams to continually iterate on our technology‑supported design and onboarding processes.
Requirements
Strong commitment to delivering superior service.
Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non‑discrimination testing.
Thorough understanding of ERISA, DOL, and IRS regulations.
Keen attention to detail, deadlines, and customer service needs.
Collaborative approach with internal stakeholders and clients to clearly communicate the process, timing, and plan design considerations of new and restated plans.
Strong commitment to proactively managing workload.
Positive, collaborative, and proactive attitude.
Proficiency with Excel and Microsoft Office suite, Google Workspace, and cloud‑based client portals and internal network drives.
The Extras
Knowledge of one or more non‑discrimination testing systems (Ft William, Datair, ASC, Sungard Relius).
Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius).
Qualified 401(k) Administrator (QKA) or higher credential from ASPPA.
Location and Compensation This role will be based in Vestwell’s NYC, Austin, King of Prussia, or Phoenix office and will be part of a hybrid in‑office operation. For exceptional candidates, we’re open to hiring this role fully remote. Expected base salary range: $80,000 – $90,000. The position is eligible to participate in the Company Bonus Pool and receive new‑hire equity.
Benefits We offer competitive health coverage, generous vacation, a dedicated Employee Well‑Being Committee, flexible workspace options across our offices, and a 401(k) plan.
Our Process It starts with 1‑2 conversations about Vestwell, your experience, and your interests. Next steps include experience screens and, if successful, virtual or in‑person interview panels. Before making an offer, we conclude with a reference‑check stage. We prioritize transparency and lack of surprise throughout the process.
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