401(k) Specialist
Kestra Financial Independent AdvisorConnecticut, United States
Posted November 13, 2025
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
We are looking for a knowledgeable and detail-oriented 401(k) Specialist to join our team. In this role, you will manage and administer 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants.
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
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development
