Retirement Plan Consultant - Onsite West Hartford

MOHR Talent; West Hartford (CT); Presencial; USD 95.000 - 110.000; Jornada completa

Descripción de la vacante

MOHR Talent is seeking a Retirement Plan Consultant in West Hartford, CT. This direct-hire, onsite role focuses on guiding employers and employees through 401k plan questions, education sessions, and plan design considerations.

You'll collaborate with leadership and advisors to support existing clients and help introduce the firm’s services to prospective business clients. Strong ERISA knowledge and client presentation skills are essential.

Formación

• 3+ years of relevant retirement services experience with direct 401k plan responsibilities.
• Experience working with plan sponsors and participants.
• Demonstrated ability to present financial information to groups.
• Practical knowledge of ERISA and relevant IRS and Department of Labor requirements.
• Clear communication and consistent follow through across clients, advisors, and administrators.
• Series 66 and willingness to obtain Series 7 if needed.
• Ability to work onsite five days per week and participate in client presentations as needed.

Responsabilidades

• Serve as a resource for employers and employees on 401k plan service and enrollment.
• Deliver group education sessions that make retirement concepts easy to understand.
• Partner with third party administrators on plan design, administration, and annual information requests.
• Keep plan deadlines, notices, contributions, and new hire eligibility organized.
• Help evaluate plan fees, services, and opportunities for improvement.
• Support retirement plan proposals, client presentations, and fiduciary review activities.

Conocimientos

Retirement services experience

401k plan responsibilities

Group presentation experience

ERISA knowledge

Series 66

Willing to obtain Series 7

Onsite work

Descripción del empleo

MOHR Talent is seeking a Retirement Plan Consultant in West Hartford, CT. This direct-hire, onsite role focuses on guiding employers and employees through 401k plan questions, education sessions, and plan design considerations.

You'll collaborate with leadership and advisors to support existing clients and help introduce the firm’s services to prospective business clients. Strong ERISA knowledge and client presentation skills are essential.