401(k) Specialist
Employment type
Full-time
Work setting
On-site
Location
Avon, CT
Schedule
Day shift
Posted
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Job overview
The 401(k) Specialist is an onsite role based in Avon, CT. Compensation is not specified for this position, which supports the retirement planning team at Kestra Financial Independent Advisor. This role exists to manage and administer 401(k) plans for clients, ensuring regulatory compliance and providing excellent service to participants. The specialist educates employees, assists with plan documentation, and collaborates with internal teams to ensure accurate and timely plan management.
What you'll do
- Oversee 401(k) plans
- Provide participant education
- Assist with documentation and reporting
- Resolve client inquiries
- Monitor plan performance
- Collaborate with compliance teams.
What we're looking for
- Skills & competencies
- full-timeday shiftavon ct401kretirement planningcompliancefinanceclient serviceadministrationonsiteno on-call
- Work arrangement
- Weekend coverage required
Benefits & perks
- Paid time off, retirement plan with employer match
About the employer
Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2051.00
You'll be redirected to the employer's application page.
Listing ID: 34f98091-165c-45ab-87a8-423795570bf2