401(k) Specialist
Kestra Financial Independent AdvisorConnecticut, United States
Posted May 16, 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 be responsible for managing and administering 401(k) plans for our clients, ensuring compliance with regulatory requirements and providing excellent service to plan participants.
Requirements
- 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
- Respond to client inquiries and resolve issues related to plan administration
- Monitor plan performance and make recommendations for improvements
- Stay updated on regulatory changes impacting retirement plans and communicate relevant information to clients
- Work collaboratively with compliance and accounting teams to ensure accuracy in plan management
Benefits
- Paid Holidays and Paid Time Off
- Retirement plan with employer match
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development
