Robert Half HR Solutions is currently partnering with a client that is looking to add a Licensed Retirement Plan Advisor to join their growing retirement plan consulting team. This individual will serve as a trusted advisor to retirement plan sponsors, helping clients maximize the effectiveness of their retirement programs while ensuring compliance with applicable regulations and fiduciary standards.
The ideal candidate will have a strong background in 401(k) plan administration, retirement plan consulting, and regulatory compliance, along with the ability to build lasting client relationships and deliver exceptional service. This role offers the opportunity to partner closely with business owners, HR leaders, and retirement plan committees while supporting participant financial wellness and retirement readiness initiatives.
Key Responsibilities
Serve as the lead advisor for a portfolio of retirement plan clients, providing strategic guidance on plan design, governance, investment monitoring, and fiduciary best practices.
Build and maintain strong relationships with plan sponsors, acting as a trusted consultant and primary point of contact.
Advise clients on retirement plan regulations, compliance requirements, and evolving industry best practices.
Conduct regular plan reviews, investment reviews, benchmarking analyses, and retirement plan committee meetings.
Monitor plan testing results and assist with annual filings, disclosures, audits, and other compliance-related activities.
Collaborate with third-party administrators, recordkeepers, payroll providers, auditors, and other service partners to ensure effective plan administration.
Deliver employee education programs, enrollment meetings, and retirement readiness consultations to plan participants.
Analyze plan performance and identify opportunities to improve plan outcomes, participant engagement, and operational efficiency.
Support business development initiatives by identifying opportunities to expand existing relationships and generate new retirement plan engagements.
Prepare reports, recommendations, presentations, and client communications.
Stay informed on ERISA, IRS, and Department of Labor regulations impacting retirement plans.
Perform additional responsibilities as needed to support client and team objectives.
The ideal successful candidate is a client-focused retirement plan professional who combines technical expertise with strong relationship management skills. They possess a deep understanding of 401(k) plans, regulatory compliance, fiduciary oversight, and retirement plan operations and are comfortable advising stakeholders at all levels. This individual thrives in a consultative environment and is committed to helping clients strengthen their retirement programs while supporting participants in achieving their long-term financial goals.
Required Qualifications
Active Series 65 or Series 66 License
3+ years of experience in retirement plan services, retirement plan consulting, financial advising, or a related field
Strong hands-on experience supporting and advising clients on 401(k) plans
Thorough understanding of:
ERISA regulations
401(k) compliance requirements
Fiduciary responsibilities and governance
Retirement plan investments and performance monitoring
IRS and Department of Labor regulations
Annual testing, filings, audits, and disclosures
Experience interacting with plan sponsors, retirement plan committees, and participants
Strong organizational, project management, and time management skills
Ability to manage multiple priorities and meet critical deadlines with minimal supervision
Excellent written and verbal communication skills
Strong analytical, troubleshooting, and problem-solving abilities
Proficiency with Microsoft Office Suite and CRM systems
Preferred Qualifications
Professional certifications such as CRPS, AIF, CFP, QKA, PHR
Experience conducting participant education and financial wellness programs
Background in retirement plan consulting, institutional advisory services, employee benefits, or wealth management
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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