Senior 401(k) Specialist — Lead Plan Design & Compliance

MOHR Talent; Hartford (CT); Sur place; USD 95 000 - 116 000; Plein temps

Résumé du poste

MOHR Talent in Hartford, CT is seeking a 401(k) Specialist to act as the retirement plan expert for clients and participants. You will design and manage plans, ensuring compliance and optimization while guiding clients through complex retirement concepts.

Applicants should have 3+ years of 401(k) experience, a Series 66 license, and strong communication skills; willingness to pursue a Series 7 is a plus. This is a full-time, in-person role in Hartford, CT.

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
• QKA, QKC, or CPFA is a plus

Responsabilités

• 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

Connaissances

Series 66

Communication

Retirement concepts

Description du poste

MOHR Talent in Hartford, CT is seeking a 401(k) Specialist to act as the retirement plan expert for clients and participants. You will design and manage plans, ensuring compliance and optimization while guiding clients through complex retirement concepts.

Applicants should have 3+ years of 401(k) experience, a Series 66 license, and strong communication skills; willingness to pursue a Series 7 is a plus. This is a full-time, in-person role in Hartford, CT.