This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
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!
nResponsibilities
n· Oversee and manage 401(k) plans for clients to ensure compliance with ERISA and IRS regulations
n· Provide education and communication to plan participants regarding their benefits and options
n· Assist with plan documentation, reporting, and recordkeeping
n· Respond to client inquiries and resolve issues related to plan administration
n· Monitor plan performance and make recommendations for improvements
n· Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients
n· Work collaboratively with compliance and accounting teams to ensure accuracy in plan management
nRequirements
nnnBachelor's degree in finance, business, or a related field preferred
n
nnMinimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience
n
nnStrong understanding of ERISA, IRS regulations, and compliance issues related to 401(k) plans
n
nnExcellent communication and interpersonal skills
n
nnDetail-oriented with strong analytical and problem-solving skills
n
nnProficient in Microsoft Office Suite and retirement plan recordkeeping systems
n
nnAbility to work independently and manage multiple priorities effectively
n
n nBenefits
nPaid Holidays and Paid Time Off
nRetirement plan with employer match
nnnRetirement Plan (401k, IRA)
n
nnPaid Time Off (Vacation, Sick & Public Holidays)
n
nnTraining & Development
n
n
Worksite address
avon, CT, 06001, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.