Part time
Jobs via Dice
Farmington, CT, USA
*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...

