Retirement Plan Consultant (Onsite CT) - Growth & Ownership

MOHR Talent; Bristol (CT); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Room to grow

Collaborative team environment

Job summary

MOHR Talent in Bristol, CT is seeking a Retirement Plan Consultant to advise clients on 401(k) plan design, implementation, compliance and fiduciary responsibilities, and to serve as the primary contact for plan sponsors and participants.

You will lead plan reviews, partner with advisors, investment teams and TPAs, stay current on ERISA, IRS and DOL updates, and support new business with retirement plan proposals and presentations.

Qualifications

• 3+ years of experience managing 401(k) plans or retirement services
• Strong working knowledge of ERISA, IRS, and DOL regulations
• Excellent communication and relationship-building skills
• Ability to explain complex retirement concepts in a client-friendly way

Responsibilities

• Advise clients on 401(k) plan design, implementation, compliance, and fiduciary responsibilities
• Serve as the primary point of contact for plan sponsors and participants
• Lead regular plan reviews to keep plans compliant and optimized
• Partner with advisors, investment teams, and TPAs
• Stay current on ERISA, IRS, and DOL updates
• Support new business with retirement plan proposals and presentations

Skills

Communication

Relationship-building

Explain retirement concepts

Job description

MOHR Talent in Bristol, CT is seeking a Retirement Plan Consultant to advise clients on 401(k) plan design, implementation, compliance and fiduciary responsibilities, and to serve as the primary contact for plan sponsors and participants.

You will lead plan reviews, partner with advisors, investment teams and TPAs, stay current on ERISA, IRS and DOL updates, and support new business with retirement plan proposals and presentations.