Retirement Plan Installation and Document Manager

Socket.dev; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Fringe Benefit Group is seeking a Retirement Plan Installation and Plan Document Manager in Austin, TX. The role leads planning and execution of new plan installations, conversions, and related amendments, interfacing with clients and advisors throughout the process.

Responsibilities include coordinating start-up activities, document management, and ensuring accurate plan set up across systems while complying with regulatory requirements. Remote/hybrid work options may apply.

Qualifications

• Minimum 3 years’ experience with Qualified Retirement Plan administration, including Plan Document creation.
• Experience drafting retirement plan documents and serving high-touch clients.
• Experience with multiple recordkeeping platforms and strong regulatory awareness.
• Bachelor’s degree preferred; can be substituted for relevant experience. ASPPA/NIPPA designation is a plus.

Responsibilities

• Manage all aspects of installation and conversion projects from document collection to first contribution.
• Serve as the primary contact for clients, advisors, and recordkeeping partners during the implementation process.
• Identify and consult with clients on solutions to ease operation and administration of the retirement plan.
• Coordinate installation calls with clients, advisors, and internal partners to review plan setup, provisions, responsibilities, and deadlines.
• Establish new plans and create plan amendments using Relius and FT William document systems.
• Review and prepare Plan Document comparison assessments as needed.
• Generate regulatory notices and collaborate with distribution partners for fulfillment.

Skills

Attention to detail

Communication skills

Team oriented

Self-motivated

Problem-solving

Education

Bachelor’s degree preferred

ASPPA or NIPPA designation desired

Tools

Relius

FT William

PensionPro

Microsoft Office Suite

Job description

Job Details

Job Location: Austin Corporate HeadQuarters - Austin, TX 78726

Position Type: Full Time

Travel Percentage: Negligible

Job Shift: Day

Retirement Plan Installation and Plan Document Manager

job overview

The Retirement Plan Installation and Document Manager is responsible for managing all aspects of installing new retirement plans- including Start-Up Plans, Takeover Plans, and conversions of existing plans transitioning to the firm. This includes drafting new plan documents, coordinating with internal teams and recordkeeping partners, and serving as the primary point of contact for clients and advisors throughout the installation process. This role ensures smooth, accurate, and compliant implementation from point of sale through the first deposit. The Retirement Plan Installation and Documents Manager leads client installation calls, sets expectations, and ensures every plan is installed accurately in the firm's systems and across partner platforms. This position includes ongoing document and amendment support. This is a remote or in person position that requires strong communication skills, industry knowledge, and exceptional attention to detail.

How will you demonstrate our values and positively impact our business?

DELIVER SERVICE

• Manage all aspects of installation and conversion projects, from document collection to first contribution
• Serve as the primary contact for clients, advisors, and recordkeeping partners during the implementation process
• Identify and consult with clients on solutions to ease the operation and administration of the retirement plan
• Participate in and coordinate installation related calls with clients, advisors, and internal partners to review plan setup, document provisions, responsibilities, and key deadlines.
• Establish new plans and create plan amendments using Relius and FT William Plan document systems in an accurate and timely manner
• Review and prepare Plan Document comparison assessments, as needed
• Generate all required regulatory notices and work with distribution partners for fulfillment

ESPRIT DE CORPS

• Collaborate cross-functionally with internal departments (e.g., compliance, sales, operations, and client services) to ensure aligned processes and outcomes
• Work directly with clients on amendment requests, regulatory document amendments, and document related special projects
• Communicate effectively with Relationship Managers and/or Sales regarding any missing or incomplete data on the installation paperwork
• Ability to work and communicate effectively across all areas within the organization

BRING GUSTO

• Strong organizational skills with the ability to manage multiple concurrent installation and document projects
• Assist leadership in improving and streamlining the plan installation process
• Maintain Client files and the Plan Document Library to be sure all Documents are current and up to date and saved
• Participate in continuous improvement of installation systems, procedures, and service quality
• Expand expertise and role by seeking ways to help leaders and team members with special projects
• Desire to manage a small team

BE EXPERTS

• In-depth knowledge of retirement plan design and administration
• Develop expertise relative to internal systems and processes used to install new plans
• Develop and maintain a strong knowledge of the Relius and FT William Document systems to help improve the Client experience
• Develop an understanding of retirement plan pricing and fee schedules to ensure accurate plan set up
• Stay up to date on regulatory changes and retirement industry trends to ensure compliant and informed installation and ongoing document practices

OWN IT

• Problem-solving mindset with sound judgment and discretion under pressure
• Develop and maintain a strong knowledge of PensionPro to track and document the installation process, including project creation and reporting
• Confirm and validate the accuracy of plan setup in internal systems and across external platforms
• Thoroughly document all responsibilities, processes, and procedures
• Proactively follow up with all plan team members regarding outstanding issues related to installation or plan amendments

Specific Knowledge, Skills, and Abilities

• Experience with Relius and FT William software strongly desired
• Proficiency in Microsoft Office Suite, especially Excel, Word, Outlook, and Teams
• Strong familiarity with industry software such as Pension Pro a plus
• Excellent verbal and written communication skills, including the ability to clearly explain complex provisions to clients.
• Keen attention to detail with a high degree of accuracy
• Self-motivated and driven
• Team oriented but also able to work independently
• Able to shift and prioritize work as needed
• ASPPA or NIPPA designation highly desired

Education and Experience

• Bachelor’s degree preferred; can be substituted for relevant experience
• Minimum 3 years’ experience with Qualified Retirement Plan administration, including Plan Document creation
• Experience drafting retirement plan documents
• Experience with high-touch client service and multiple recordkeeping platforms

Additional details

• Job Type: Full-time/Remote optional
• Occasional travel for company meetings or industry events is required
• Standard Office Work Hours 8:00 – 5:00 PM, Monday – Friday, Occasional additional hours may be necessary based on installation volume or deadlines

Fringe Benefit Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.