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 ...
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 ...
Organization: Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level. Position mission: The ...
Organization: Community National Bank was founded in 1984 by a group of individuals in Nemaha County, Kansas with diverse local ownership with decisions made on a local level. Position mission: The ...
401K PLAN DOCUMENT ADMINISTRATOR At Carr, Riggs amp; Ingram, your career path is just that--yours. We are strong believers in the notion that your career should adapt to and integrate into your life ...
401K PLAN DOCUMENT ADMINISTRATOR At Carr, Riggs amp; Ingram, your career path is just that--yours. We are strong believers in the notion that your career should adapt to and integrate into your life ...
Service Technician - 401(k) Matching
$20.91 - $27.16/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
$20.91 - $27.16/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
$22.60 - $29.33/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
$22.60 - $29.33/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
Cimarron, KS · On-site
$19.23 - $25/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
Cimarron, KS · On-site
$19.23 - $25/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Partner - 401(k) Implementation
West Henrietta, NY · On-site +1
$22 - $35/hr
We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much ...
Service Partner - 401(k) Implementation
West Henrietta, NY · On-site +1
$22 - $35/hr
We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much ...
Sales Consultant- Atlanta
$65K - $75K/yr
Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence. We provide consulting and pension administration services for all ...
Sales Consultant- Atlanta
$65K - $75K/yr
Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence. We provide consulting and pension administration services for all ...
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
San Diego, CA · On-site
$22.60 - $29.33/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Service Technician - 401(k) Matching
San Diego, CA · On-site
$22.60 - $29.33/hr
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Full Medical, Dental, and Vision benefits and an integrated Wellness Program * 401(k) Match Retirement Savings Plan * Paid Time Off (PTO) * Holiday Pay & Floating Holidays * Volunteer Time Off (VTO)
Develop and maintain relationships with plan sponsors, 401(K) providers, third party administrators and financial advisors: maintaining regular communication with each * Assist with the development ...
Develop and maintain relationships with plan sponsors, 401(K) providers, third party administrators and financial advisors: maintaining regular communication with each * Assist with the development ...
General Service Technician - PTO, 401K
Georgetown, KY · On-site
$17 - $19/hr
Benefits: * 401(k) * Competitive salary * Employee discounts * Free uniforms * Opportunity for advancement * Paid time off * Training & development At Midas we are dedicated to providing quality ...
General Service Technician - PTO, 401K
Georgetown, KY · On-site
$17 - $19/hr
Benefits: * 401(k) * Competitive salary * Employee discounts * Free uniforms * Opportunity for advancement * Paid time off * Training & development At Midas we are dedicated to providing quality ...
Accounting Manager - 401K with Match
Mooresville, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Mooresville, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
General Service Technician - PTO, 401K
Georgetown, KY · On-site
$17 - $19/hr
Benefits: * 401(k) * Competitive salary * Employee discounts * Free uniforms * Opportunity for advancement * Paid time off * Training & development At Midas we are dedicated to providing quality ...
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General Service Technician - PTO, 401K
Georgetown, KY · On-site
$17 - $19/hr
Benefits: * 401(k) * Competitive salary * Employee discounts * Free uniforms * Opportunity for advancement * Paid time off * Training & development At Midas we are dedicated to providing quality ...
Accounting Manager - 401K with Match
Matthews, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Matthews, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Hickory, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Hickory, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Charlotte, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Charlotte, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Granite Falls, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Granite Falls, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Charlotte, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
Accounting Manager - 401K with Match
Charlotte, NC · Hybrid
$105K - $115K/yr
Generous Paid Time Off * 401K with Match* * Life Insurance * Tuition Reimbursement * Flexible Spending Account * Employee Assistance Program BE PART OF OUR MISSION! Are you passionate about helping ...
401 K information
What are some common challenges faced by 401(k) Plan Administrators?
401(k) Plan Administrators often face challenges such as staying updated with evolving IRS and Department of Labor regulations, managing complex compliance testing, and ensuring timely, accurate processing of participant transactions. Additionally, they may encounter difficulties addressing a wide range of participant inquiries, from loan requests to distribution rules, requiring both technical knowledge and strong customer service skills. Frequent collaboration with HR teams, payroll departments, and third-party vendors is also part of the role, demanding adaptability and clear communication. Successfully navigating these challenges is crucial to maintaining compliant, participant-friendly retirement plans and minimizing potential errors or penalties.
What are the key skills and qualifications needed to thrive in the 401 K position, and why are they important?
To thrive as a 401(k) Plan Administrator, you need a solid understanding of retirement plan regulations, compliance requirements, and financial services, often supported by a degree in finance or related field. Familiarity with recordkeeping systems, compliance testing software, and certifications such as QKA (Qualified 401(k) Administrator) are commonly required. Strong attention to detail, excellent communication, and problem-solving skills help in managing participant inquiries and ensuring accurate plan administration. These competencies are vital for maintaining regulatory compliance, supporting plan participants, and ensuring the smooth operation of retirement plans.

Full-time
Retirement, PTO
Posted 29 days ago
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!
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
        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
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