Retirement Document Specialist, (TFG)

Strongpoint Partners; United States; Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Culture

Growth Opportunities

Comprehensive Benefits

Job summary

Strongpoint Partners is seeking a Retirement Document Specialist to join The Finway Group as a remote role within the United States, with preference for Central and Eastern time zones. You will support onboarding of retirement plans focusing on documentation, accuracy, and regulatory compliance.

You’ll collaborate with advisors, sponsors, and internal teams to ensure timely, precise onboarding, maintaining records and improving processes across partner organizations.

Qualifications

• Bachelor’s degree in Finance, Business, or related field, or equivalent experience.
• 1–3+ years in retirement plans, TPA operations, or financial services.
• Strong attention to detail with a commitment to accuracy.
• Highly organized with multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Proactive, collaborative approach and ownership mentality.

Responsibilities

• Prepare, review, and coordinate retirement plan documents (adoption, plan, trust agreements).
• Manage onboarding workflows from initial prep through execution and completion.
• Review documents for IRS/ERISA compliance and internal requirements.
• Collaborate with advisors, clients, and internal teams to gather information and meet timelines.
• Perform quality checks and identify discrepancies before finalizing documents.
• Maintain digital records and tracking throughout onboarding.
• Enter and maintain plan and client data across systems.
• Identify process improvements to onboarding workflows and efficiency.
• Stay informed on regulatory changes impacting documentation.
• Collaborate across teams to deliver high-quality client experience.
• Other duties as assigned.

Skills

Attention to detail

Strong communication

Organizational skills

Proactive

Collaborative

Education

Bachelor’s degree in Finance/Business

Tools

FT William

Relius

ASC

PensionPro

Job description

Strongpoint Partners is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com .

About The Finway Group, (TFG):

The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Finway Group (TFG), a Strongpoint partner, is looking for aRetirement Document Specialist to join their team and help ensure a seamless experience for new retirement plan clients. In this role, you’ll support the onboarding of retirement plans with a focus on plan documentation, accuracy, compliance, and timely execution.

You’ll work closely with advisors, plan sponsors, and teams across Strongpoint to keep onboarding moving forward and make sure every detail is handled the right way.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones.

Key Responsibilities:

• Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials
• Manage onboarding workflows from initial document preparation through execution and completion
• Review documents for accuracy, completeness, and alignment with applicable IRS, ERISA, and internal requirements
• Partner with advisors, clients, and internal teams to gather information, clarify requirements, and keep onboarding timelines on track
• Perform detailed quality checks and identify discrepancies or missing information before documents are finalized
• Maintain accurate digital records and documentation tracking throughout the onboarding process
• Enter, update, and maintain plan and client information across internal systems
• Help identify opportunities to improve onboarding processes, workflows, and overall efficiency
• Stay informed on regulatory and industry changes that may impact retirement plan documentation
• Collaborate across teams and partner organizations to help deliver a consistent, high-quality client experience
• Other duties as assigned

Minimum Qualifications:

• Bachelor’s degree in Finance, Business, or a related field, or equivalent experience
• 1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field
• Strong attention to detail with a commitment to accuracy
• Highly organized with the ability to manage multiple priorities, deadlines, and workflows
• Strong written and verbal communication skills
• A proactive, collaborative approach and willingness to take ownership of work from start to finish

Preferred Qualifications:

• Experience working with 401(k), qualified retirement plans, or 3(16) services
• Familiarity with IRS and ERISA requirements related to retirement plan documentation
• Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro
• ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification
• Experience supporting plan onboarding, document preparation, or implementation

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$60,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

**Specific benefits and programs may vary by partner and position.

As set forth in Strongpoint Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for