Retirement Plan Documentation & Onboarding Specialist (BCS)

Strongpoint Partners; United States; Híbrido; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Descripción de la vacante

Strongpoint Partners seeks a Retirement Plan Documentation & Onboarding Specialist to support document preparation, review, and onboarding for new clients. You will ensure accuracy and compliance across IRS and ERISA requirements while coordinating with clients, advisors, custodians, and internal teams.

The role emphasizes detail orientation, cross-team collaboration, and process improvements to enhance onboarding efficiency and client experience.

Formación

• Experience in retirement plan administration, plan documentation, or client onboarding preferred.
• Familiarity with qualified retirement plans (401(k), profit-sharing, defined contribution).
• Understanding of IRS/ERISA regulations related to plan documentation.
• Strong organizational skills with high accuracy.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Excellent written and verbal communication; proficient in Microsoft Office.

Responsabilidades

• Prepare, review, and coordinate retirement plan documents (adoption agreements, plan documents, trust agreements).
• Manage new client onboarding workflows from document prep to implementation.
• Review documentation for accuracy, completeness and compliance with IRS/ERISA.
• Collaborate with clients, advisors, custodians, and internal teams to gather information.
• Conduct quality reviews; resolve discrepancies before finalizing documents.
• Coordinate new plan setup, custodian alignment, and implementation activities.
• Maintain digital records and track document progress across systems.
• Monitor onboarding timelines and communicate updates to stakeholders.

Conocimientos

Document management

Onboarding coordination

Attention to detail

IRS/ERISA knowledge

Client collaboration

Microsoft Office

SAGE software

Multi-project management

Communication skills

Herramientas

SAGE software

Descripción del empleo

United States

Who we are:

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 Strongpoint Partners

Strongpoint Partners is a leading provider of retirement plan administration, recordkeeping, and consulting services. Through our network of specialized partner firms, we deliver personalized retirement solutions and exceptional service to clients nationwide.

Position Summary

BCS, a Strongpoint Partners company, is seeking a detail-oriented and organized Retirement Plan Documentation & Onboarding Specialist to join our team. In this role, you will support the preparation, review, and coordination of retirement plan documents while helping ensure a smooth and efficient onboarding experience for new clients.

The ideal candidate has experience in retirement plan administration, strong attention to detail, and the ability to manage multiple priorities while collaborating with clients, advisors, and internal teams. This position offers an opportunity to contribute to process improvements and support the continued growth of our retirement services business.

Key Responsibilities

Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials.

Manage new client onboarding workflows from initial document preparation through execution and implementation.

Review documentation for accuracy, completeness, and compliance with applicable IRS, ERISA, and internal requirements.

Collaborate with clients, financial advisors, custodians, and internal teams to gather necessary information and ensure timely onboarding.

Conduct detailed quality reviews, identifying and resolving discrepancies or missing information before documents are finalized.

Coordinate new retirement plan setup, custodian alignment, and implementation activities.

Maintain accurate digital records, track documentation progress, and update client and plan information across internal systems.

Monitor onboarding timelines and communicate updates to relevant stakeholders.

Identify opportunities to streamline documentation processes, improve workflows, and increase operational efficiency.

Stay informed of regulatory and industry changes affecting retirement plan documentation and administration.

Work collaboratively across teams and Strongpoint partner organizations to deliver a consistent, high-quality client experience.

Perform other duties as assigned.

Qualifications

Experience in retirement plan administration, plan documentation, or client onboarding preferred.

Familiarity with qualified retirement plans, including 401(k), profit-sharing, and other defined contribution plans.

General understanding of IRS and ERISA regulations related to retirement plan documentation.

Strong organizational skills with exceptional attention to detail and accuracy.

Ability to manage multiple projects, prioritize deadlines, and work effectively in a fast-paced environment.

Excellent written and verbal communication skills.

Proficiency in Microsoft Office and the ability to learn new software and internal systems.

Experience with retirement plan administration software and document management systems preferred.

Strong problem-solving skills and a collaborative, client-focused approach.

Experience with SAGE software and additional language proficiency are a plus.

Why Join Strongpoint Partners?

At Strongpoint Partners, you'll be part of a growing organization committed to delivering exceptional retirement plan services. We value collaboration, continuous improvement, and professional development, providing opportunities to expand your expertise while making a meaningful impact on our clients and teams.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

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.