What are the responsibilities and job description for the Part- Time Retirement Plan Consultant position at MOHR Talent?
*Series 7 and Series 66 Required*
Location: Farmington, CT
Compensation: $60,000
Overview:
The Retirement Plan Consultant will serve as the primary expert on 401(k) retirement plan solutions. This role involves advising clients on plan design and compliance, managing relationships with plan sponsors and participants, and ensuring plans align with both financial goals and regulatory standards.
Key Responsibilities:
Advise clients on 401(k) plan design, implementation, and fiduciary duties
Serve as the main contact for plan sponsors and participants, offering education and support
Conduct regular plan reviews to ensure compliance and performance
Collaborate with advisors, investment teams, and third-party administrators
Monitor changes to ERISA, IRS, and DOL regulations and apply best practices
Support new business efforts through proposals and presentations
Qualifications:
Minimum of 3 years of experience in 401(k) plan management or retirement services
Strong understanding of ERISA, IRS, and DOL rules
Excellent communication and interpersonal skills
Ability to explain complex retirement concepts clearly
Relevant certifications such as QKA, QKC, or CPFA are a plus
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 : $60,000