Senior Retirement Plan Consultant: ERISA Expert

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

Job summary

MOHR Talent is seeking a Retirement Plan Consultant in Bristol, CT for an in-person, full-time role paying $95,000 - $105,000 per year. You will advise clients on 401(k) plan design, implementation, compliance, and fiduciary responsibilities, serving as the primary contact for plan sponsors and participants.

Ideal candidates bring 3+ years of 401(k) plan experience, strong ERISA/IRS/DOL knowledge, and excellent communication skills.

Qualifications

• 3+ years of experience managing 401(k) plans, retirement services, or related financial services.
• Strong working knowledge of ERISA, IRS, and DOL regulations.
• QKA, QKC, or CPFA is a plus.

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

Series 66

Series 7 (willing to obtain)

401(k) plans

ERISA/IRS/DOL

Communication skills

Client education

Job description

MOHR Talent is seeking a Retirement Plan Consultant in Bristol, CT for an in-person, full-time role paying $95,000 - $105,000 per year. You will advise clients on 401(k) plan design, implementation, compliance, and fiduciary responsibilities, serving as the primary contact for plan sponsors and participants.

Ideal candidates bring 3+ years of 401(k) plan experience, strong ERISA/IRS/DOL knowledge, and excellent communication skills.