401(k) Specialist

Kestra Financial; Avon (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Holidays and Paid Time Off

Retirement plan with employer match

Training & Development

Job summary

Kestra Financial Independent Advisor is seeking a knowledgeable 401(k) Specialist to manage and administer client retirement plans, ensuring regulatory compliance and accurate contributions and distributions. You will educate plan participants about options, assist with inquiries, and tailor solutions to retirement needs.

Collaboration with internal teams and a meticulous, detail-focused approach are essential for success in Avon, Connecticut.

Qualifications

• Bachelor's degree in finance, business, or a related field preferred.
• Minimum of 2 years of 401(k) plan administration experience.
• Strong understanding of ERISA, IRS regulations, and 401(k) compliance.
• 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.

Responsibilities

• Manage and administer client 401(k) plans with accuracy.
• Ensure regulatory compliance and timely contributions and distributions.
• Educate employees about plan options and features.
• Collaborate with internal teams to tailor retirement solutions.
• Provide responsive service to client inquiries.

Skills

Excellent communication

Detail-oriented

Analytical problem-solving

Independent work

Multitasking

Microsoft Office

Education

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

Tools

Microsoft Office Suite

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!

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