What are the responsibilities and job description for the 401(K) Specialist position at MOHR Talent?
401k Specialist (Part -Time)
Simsbury, CT | $50,000 -$60,000
Why This Role is for You
Looking for a flexible, high-impact role where your retirement plan expertise truly matters? '
This position is ideal for someone who enjoys advising clients, presenting to groups, and playing a strategic role in retirement plan management, all within a supportive and growing firm.
What You’ll Be Doing
• Provide guidance on 401(k) plan design, compliance, and fiduciary oversight
• Deliver engaging presentations to employees and plan participants
• Partner with advisors and TPAs to implement and manage plans
• Monitor compliance deadlines and ensure timely completion of tasks
• Support annual plan reviews and regulatory requirements
• Assist with enrollment and participant support
• Contribute to plan benchmarking and growth initiatives
What We’re Looking For
• 3 years of experience in retirement plans or financial services
• Series 7 and 66 REQUIRED!
• Strong understanding of ERISA, IRS, and DOL guidelines
• Comfortable presenting to groups and leading client discussions
• Experience with plan administration, compliance, or design
• Strong communication and interpersonal skills
• Series 7/66 preferred (not required)
• Industry certifications are a plus
What Makes This Opportunity Unique
• Ideal for experienced or semi-retired professionals seeking flexibility
• Opportunity to grow into a full-time role if desired
• High-touch, client-focused environment
• Strong leadership support and collaborative culture
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
Simsbury, CT | $50,000 -$60,000
Why This Role is for You
Looking for a flexible, high-impact role where your retirement plan expertise truly matters? '
This position is ideal for someone who enjoys advising clients, presenting to groups, and playing a strategic role in retirement plan management, all within a supportive and growing firm.
What You’ll Be Doing
• Provide guidance on 401(k) plan design, compliance, and fiduciary oversight
• Deliver engaging presentations to employees and plan participants
• Partner with advisors and TPAs to implement and manage plans
• Monitor compliance deadlines and ensure timely completion of tasks
• Support annual plan reviews and regulatory requirements
• Assist with enrollment and participant support
• Contribute to plan benchmarking and growth initiatives
What We’re Looking For
• 3 years of experience in retirement plans or financial services
• Series 7 and 66 REQUIRED!
• Strong understanding of ERISA, IRS, and DOL guidelines
• Comfortable presenting to groups and leading client discussions
• Experience with plan administration, compliance, or design
• Strong communication and interpersonal skills
• Series 7/66 preferred (not required)
• Industry certifications are a plus
What Makes This Opportunity Unique
• Ideal for experienced or semi-retired professionals seeking flexibility
• Opportunity to grow into a full-time role if desired
• High-touch, client-focused environment
• Strong leadership support and collaborative culture
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
Salary : $50,000 - $60,000