Retirement Onboarding Specialist (TFG)

Strongpoint Partners; Atlanta (GA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid/Remote options

Flex PTO

Health benefits

Career growth opportunities

Job summary

Strongpoint Partners is hiring a Retirement Onboarding Specialist to guide new retirement plan clients through onboarding, document review, and coordination with recordkeepers and advisors. The role emphasizes interpreting complex plan provisions and delivering excellent client service.

Remote position with preference for candidates in the Atlanta area on a hybrid schedule; strong understanding of qualified plans and ERISA is required.

Qualifications

• Experience with retirement plan documents and qualified retirement plans.
• Strong understanding of ERISA and IRS regulations.
• Ability to interpret and draft retirement plan documents clearly.
• Familiarity with 401(k) design concepts and plan provisions.
• Excellent written and verbal communication skills.

Responsibilities

• Manage onboarding activities for new retirement plan clients and meet milestones.
• Maintain onboarding systems, status reports, and documentation for stakeholders.
• Review and map prior plan documents to reflect provisions in new plans.
• Prepare and coordinate plan documents, amendments, restatements, SPDs, and related materials.
• Participate in onboarding calls with clients, advisors, and teams as needed.
• Explain plan provisions clearly to clients and partners and outline options.

Skills

Plan documents

ERISA knowledge

401(k) provisions

Communication

Attention to detail

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. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group(“RSG”), Retirement Planners and Administrators(“RPA”), Pension Financial Services(“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP( "SIG"), Retirement Planning Consulting Group(“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc.(“PCI"), Actuaries Unlimited(“AUI"), California Retirement Plans(“CRP"), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems("CRS"), Associated Pension Consultants("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC(“ARPS"), and SMS Retirement(“SMS"). 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, a Strongpoint partner, is looking for a Retirement Onboarding Specialist to join their team and help deliver a seamless experience for new retirement plan clients. In this role, you’ll manage key aspects of the plan onboarding process, from reviewing existing plan documents and interpreting plan provisions to coordinating with recordkeepers, advisors, and internal teams.

The ideal candidate brings a strong understanding of qualified retirement plans, excellent attention to detail, and the ability to confidently navigate complex plan provisions while keeping the client experience at the center of their work.

PLEASE NOTE: This is a fully remote position for candidates in theEasternandCentraltime zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule.

Key Responsibilities:

• Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met
• Maintain accurate onboarding systems, status reports, and documentation to keep internal and external stakeholders informed
• Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan
• Prepare, review, and coordinate plan documents, amendments, restatements, SPDs, and related materials
• Participate in plan provision and onboarding calls with clients, advisors, and internal teams as needed
• Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps
• Identify opportunities to improve plan design and recommend solutions for provisions that may not be supported
• Prepare and submit approved plan provisions to recordkeepers and coordinate the corresponding plan documentation
• Interpret and review legal and plan documents with a high degree of accuracy
• Partner with internal teams and external providers to resolve issues and keep onboarding projects moving forward
• Identify opportunities to improve processes, workflows, and methodologies as the business continues to grow
• Take ownership of onboarding activities from initiation through completion while delivering a high-quality client experience
• Other duties as assigned

Minimum Qualifications:

• 3–5+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations
• Strong understanding of ERISA and IRS regulations governing qualified retirement plans
• Experience reviewing, interpreting, and drafting retirement plan documents
• Strong understanding of 401(k) plan provisions and plan design concepts
• Excellent written and verbal communication skills
• Exceptional attention to detail and ability to manage multiple priorities and deadlines
• Ability to communicate complex retirement plan concepts clearly to clients, advisors, and internal partners
• Strong organizational skills and a proactive, solutions-oriented approach
• Ability to take ownership of projects and follow them through to completion

Preferred Qualifications

• Experience with plan amendments, restatements, SPDs, and other retirement plan compliance documents
• Experience with 401(k) plan administration, including compliance testing, plan operations, and document update cycles
• Experience working directly with employers, advisors, recordkeepers, or other retirement plan partners
• Familiarity with retirement plan document and administration systems
• ASPPA credentials such as QKA, QKC, or QPA, or progress toward certification

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 which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval, or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.