Senior 401(k) Specialist

Farther•Dallas, TX

13d

About The Position

As our 401(k) Specialist, you will play a crucial role in supporting our financial advisors with their 401(k) needs. You'll work at the intersection of technology and retirement solutions, helping to revolutionize how companies and their employees navigate retirement planning. This role offers the opportunity to help shape the expansion of Farther’s 401k services to best serve our advisors and clients.

Requirements

Executive level presentation skills, comfortable speaking to individuals or large groups with an informative, polish presentation
10+ years in the wealth management industry
5+ years working with 401k plan management
Track record of managing multiple client relationships
Strong analytical skills with attention to detail
Tech-savvy with experience in retirement plan platforms
Excellence in cross-functional collaboration and communication

Nice To Haves

Certified Retirement Plan Specialist (CRPS) or other relevant certifications preferred, but not required.
Experience with financial technology or startup environments
Knowledge of modern retirement plan design trends
Background in participant education and financial wellness

Responsibilities

Conduct regular meetings and reviews with plan sponsors to ensure the effective operation of the 401(k) plan and discuss any changes in regulations or plan enhancements.
Coordinate educational seminars, webinars, and one-on-one consultations to help participants understand their 401(k) benefits and retirement savings strategies, as needed.
Generate and review regular plan reports, including performance, contribution status, and participant enrollment data.
Maintain accurate and up-to-date records of all plan documentation, communications, and transactions.
Prepare and present reports for plan sponsors, providing key insights and recommendations for plan improvements or compliance needs
Work closely with the investment committee and plan sponsors to ensure the investment lineup aligns with the overall goals of the 401(k) plan.
Assist in the design, implementation, and ongoing management of new 401(k) plans for advisors.
Partner closely with Farther Institutional to identify and respond to active RFPs, assist in investment recommendations, and build committee presentations.
Build, maintain, and improve clear processes and timelines for all 401(k) work.
Serve as the primary point of contact for advisors regarding their 401(k) plan questions