401(k) Plan Administrator & Compliance Specialist

Kestra Financial Independent Advisor; Town of Avon (NY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Retirement plan with employer match

Paid Time Off (Vacation, Sick & Public Holidays)

Training & Development

Job summary

A financial services firm in New York is seeking a knowledgeable 401(k) Specialist to manage and administer 401(k) plans. The ideal candidate will ensure compliance with regulatory requirements, provide excellent client service, and educate employees about their retirement options. Strong analytical and communication skills, along with a solid understanding of ERISA regulations, are essential. This position offers opportunities for professional growth and a focus on helping clients achieve their financial futures.

Qualifications

• Minimum of 2 years of experience in 401(k) plan administration or similar retirement plan experience.
• Strong understanding of ERISA and IRS regulations.

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.

Skills

Excellent communication

Detail-oriented

Strong analytical skills

Problem-solving skills

Education

Bachelor's degree in finance, business, or related field

Tools

Microsoft Office Suite

Retirement plan recordkeeping systems

Job description

A financial services firm in New York is seeking a knowledgeable 401(k) Specialist to manage and administer 401(k) plans. The ideal candidate will ensure compliance with regulatory requirements, provide excellent client service, and educate employees about their retirement options. Strong analytical and communication skills, along with a solid understanding of ERISA regulations, are essential. This position offers opportunities for professional growth and a focus on helping clients achieve their financial futures.