Retirement Plan Consultant

MOHR Talent; Farmington (CT); On-site; USD 95,000 - 116,000; Full time

Job summary

MOHR Talent in Farmington, CT is seeking a Retirement Plan Consultant to advise on 401(k) plan design and compliance. This direct-hire role serves as the primary expert for retirement solutions and requires Series 66 certification.

You will manage relationships with plan sponsors and participants, conduct regular plan reviews, monitor ERISA/IRS/DOL changes, and support new business through proposals. The position offers a $105,000 annual compensation.

Qualifications

• Minimum of 3 years in 401(k) plan management or retirement services.
• Strong understanding of ERISA, IRS, and DOL rules.
• Excellent communication and interpersonal skills.
• Ability to explain retirement concepts clearly.
• Certifications such as QKA, QKC, CPFA are a plus.

Responsibilities

• Advise on 401(k) plan design, implementation, and fiduciary duties.
• Serve as main contact for plan sponsors and participants with education and support.
• Conduct regular plan reviews to ensure compliance and performance.
• Collaborate with advisors, investment teams, and third-party admins.
• Monitor ERISA, IRS, and DOL regulation changes and apply best practices.
• Support new business efforts through proposals and presentations.

Skills

Communication skills

Client relations

Regulatory knowledge

Retirement plan knowledge

Explaining complex concepts

Education

QKA / QKC / CPFA certifications

Job description

Retirement Plan Consultant

Farmington, Connecticut | Direct Hire | $105,000

Job Description

Location: Farmington, CT

Compensation: $105,000

Must have series 66

Overview

The Retirement Plan Consultant will serve as the primary expert on 401(k) retirement plan solutions. This role involves advising clients on plan design and compliance, managing relationships with plan sponsors and participants, and ensuring plans align with both financial goals and regulatory standards.

Key Responsibilities

• Advise clients on 401(k) plan design, implementation, and fiduciary duties
• Serve as the main contact for plan sponsors and participants, offering education and support
• Conduct regular plan reviews to ensure compliance and performance
• Collaborate with advisors, investment teams, and third-party administrators
• Monitor changes to ERISA, IRS, and DOL regulations and apply best practices
• Support new business efforts through proposals and presentations

Qualifications

• Minimum of 3 years of experience in 401(k) plan management or retirement services
• Strong understanding of ERISA, IRS, and DOL rules
• Excellent communication and interpersonal skills
• Ability to explain complex retirement concepts clearly
• Relevant certifications such as QKA, QKC, or CPFA are a plus

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Job Summary

Published: 10/8/2026

Type: Direct Hire

Location: Farmington, Connecticut

Category: Other Area(s)

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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