What are the responsibilities and job description for the 401 K Specialist position at MOHR Talent?
401(k) Plan Specialist
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 hr@themohrgrp.com
Hartford, CT (Onsite) | $90K - $110K base benefits growth path
We're partnering with a fast-growing, relationship-driven wealth advisory firm in the Hartford area that is expanding its retirement plan division. We're looking for a polished, client-focused 401(k) Plan Specialist to support plan sponsors and participants, deliver enrollment education, and contribute to strategic plan design.This is a role for someone who loves retirement plans, enjoys being client-facing, and wants to help employees and business owners feel confident about their financial futures.
If you are energized by educating plan participants, solving problems for business owners, and being a trusted resource on ERISA and 401(k) solutions — this is for you.
- Serve as a primary point of contact for retirement plan clients
- Lead group and one-on-one enrollment meetings (virtual & onsite)
- Provide participant education and answer plan questions in simple terms
- Support plan design discussions with third-party administrators
- Monitor compliance timelines (safe harbor notices, eligibility, contributions)
- Assist clients with key documents & annual filings
- Benchmark plans and identify areas for improvement
- Stay up-to-date on ERISA, DOL, IRS rules & market best practic\
- 3 years experience with 401(k) plans or retirement services
- Hands-on knowledge of ERISA rules & IRS/DOL regulations
- Strong communication & presentation skills — comfortable leading sessions
- Experience working with 401(k) recordkeepers & TPAs
- Ability to simplify complex topics for everyday participants
- Service-oriented, proactive, and dependable
- Licenses:
- Series 7 & 66 required (or ability to obtain in short order)
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 hr@themohrgrp.com
