401(k) Specialist

Kestra Technologies; Paris; Sur place; EUR 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Paid Holidays

Paid Time Off

Retirement plan with employer match

Training & Development

Résumé du poste

Kestra Technologies in Paris is seeking a knowledgeable 401(k) Specialist to manage and administer retirement plans for clients. This role requires a strong understanding of compliance related to 401(k) plans and excellent communication skills to educate employees.

With at least 2 years of experience in retirement plan administration, you will be responsible for tailoring solutions to meet client needs and ensuring accuracy in contributions and distributions.

The position offers benefits including a retirement plan with employer match and paid time off.

Qualifications

• Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience.
• Strong understanding of ERISA and IRS compliance issues related to 401(k) plans.
• Detail-oriented with strong analytical and problem-solving skills.

Responsabilités

• Manage and administer 401(k) plans for clients ensuring compliance with regulations.
• Educate employees about their retirement options and assist with inquiries.
• Collaborate with internal teams to deliver contributions and distributions accurately.

Connaissances

401(k) plan administration

ERISA regulations

IRS regulations

Analytical skills

Communication skills

Formation

Bachelor's degree in finance or related field

Outils

Microsoft Office Suite

Retirement plan recordkeeping systems

Description du poste

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!

• 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

Paid Holidays and Paid Time Off

Retirement plan with employer match

• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development