About this opportunity
Kestra Financial Independent Advisor lists this 401(k) Specialist opportunity in avon, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Kestra Financial Independent Advisor is looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants. You will work closely with clients to tailor solutions that meet their retirement needs, educate employees about their options, and assist with any inquiries related to their 401(k) plans. A strong understanding of retirement plan regulations and the ability to navigate complex financial concepts will be essential for success in this position. You will also collaborate with internal teams to deliver contributions and distributions accurately and on time, all while maintaining a client-focused approach. If you are passionate about helping others plan for their financial future and possess a meticulous attention to detail, we would love to hear from you!
Responsibilities
· Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations
· Provide education and communication to plan participants regarding their benefits and options
· Assist with plan documentation, reporting, and recordkeeping
· Respond to client inquiries and resolve issues related to plan administration
· Monitor plan performance and make recommendations for improvements
· Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients
· Work collaboratively with compliance and accounting teams to ensure accuracy in plan management
Requirements
Bachelor's degree in finance, business, or a related field preferred
Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience
Strong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
Excellent communication and interpersonal skills
Detail-oriented with strong analytical and problem-solving skills
Proficient in Microsoft Office Suite and retirement plan recordkeeping systems
Ability to work independently and manage multiple priorities effectively
Benefits
Paid Holidays and Paid Time Off
Retirement plan with employer match
Retirement Plan (401k, IRA)
Paid Time Off (Vacation, Sick & Public Holidays)
Training & Development
Worksite address
avon, CT, 06001, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.