Intern, Plan Documents Team
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. To learn more, visit vestwell.com
Vestwell 2025 Summer Internship Program
Vestwell’s mission is to build a unified workplace savings platform to deliver the elevated experience that every employee deserves while closing the savings gap.
Our Business teams are each hiring an intern to participate in an 10-week intensive summer internship program from June 2 - August 8, 2025. The goal of Vestwell’s internship program is to provide the insights, tools, and training to empower participants to identify and advocate for what they view as the greatest opportunities for our teams to fulfill the company’s mission.
As an intern at Vestwell, you will have the opportunity to learn about the company and all aspects of our industry and business across various departments. You will work closely with stakeholders across our extremely collaborative, cross-functional teams to conduct research, capture data, and attend meetings where you will be asked to participate in projects that will help prepare you to tackle business challenges here and in your future career.
To help set you up for success and ensure opportunities for continuous growth, you will have an assigned manager and dedicated mentor to help guide you through your internship with regularly scheduled check-ins and feedback sessions.
Plan Documents
New York, NY
Vestwell is one of the nation's fastest-growing fintech providers, as we revolutionize the financial services market. At Vestwell, we are committed to innovation, driving disruption, and delivering cutting-edge solutions. The Document Compliance Team is responsible for maintaining plan documents, their qualifications, and keeping them up to date based on the latest rules and regulations. The elections within the plan document determine how the client (and VW) runs or operates the plan. Our specialists draft discretionary amendments, regulatory restatements, prepare annual notices, are responsible for plan specs on service portals, document corrections, as well as many miscellaneous projects.
What will you be doing?:
- Review plan document team processes and procedures for amendments and onboarding plan documents.
- Analyze for gaps in the current process.
- Suggest solutions for efficiencies and automation opportunities to scale.
Requirements to participate in Vestwell’s Summer Internship Program:
The Necessities:
- A final-year student or recent graduate (including boot camps and or other related programs)
- Based in New York City and can report to Vestwell’s NYC HQ, in a hybrid capacity
- Available for the entire 10 week program: June 2 - August 8, 2025
- Eager to learn and work with various departments in the company
- Excellent verbal and written communication skills
- Proficiency in Google Suite and or Microsoft Office
- Ability to multitask
- Cope well under pressure
- Professionalism
The Extras:
- Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines
- Keen attention to detail and deadlines
- Cloud-based client portals and internal network drives
Vestwell Internship Program Benefits:
- Competitive Compensation: Earn $25/hr for 30 hours per week, providing meaningful financial support while gaining valuable experience.
- Curated Learning & Development: Access tailored opportunities to enhance key skills, including time management, presentation, and industry-specific knowledge through 101 courses.
- Exclusive Vestwell Swag Package: Receive a personalized swag package to feel connected to the Vestwell team.
- Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options each week, creating a collaborative and enjoyable work environment.
- Networking & Community Engagement: Participate in dedicated networking events and Employee Resource Group activities to build connections with fellow interns and employees.
- Performance-Based Bonus: Earn a performance bonus based on your contributions and program evaluation, recognizing your hard work and achievements.
- Portfolio Development: Showcase your skills and accomplishments by completing a final project that will enhance your professional portfolio.
- Potential for Full-Time Conversion: High-performing interns may have the opportunity to interview for full-time roles, with access to the full range of employee benefits (see below for details!).
OUR BENEFITS
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 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 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!
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 recruiting@vestwell.com 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.