Retirement Plan Onboarding Lead

Strongpoint Partners; United States; Hybrid; USD 60,000 - 88,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Environment

Growth Opportunities

Comprehensive Benefits

Workplace Perks

Job summary

Strongpoint Partners is a national network of retirement and payroll businesses seeking an Onboarding Specialist to deliver a seamless experience for new retirement plan clients. You will manage onboarding from document review to coordination with recordkeepers and internal teams, ensuring accuracy, timelines, and client satisfaction while navigating complex plan provisions.

The ideal candidate has 3–5+ years of experience with retirement plans, ERISA knowledge, and strong communication skills

Qualifications

• 3–5+ years with retirement plan documents or TPA operations.
• Strong ERISA/IRS regulatory knowledge for qualified plans.
• Experience reviewing, interpreting, drafting retirement plan documents.
• Solid understanding of 401(k) provisions and plan design.
• Excellent written and verbal communication.
• Attention to detail with multi-priority management.
• Ability to explain complex concepts clearly.
• Proactive, solution-oriented with ownership mindset.
• Strong organizational skills.

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.

Skills

ERISA knowledge

Plan provisions

Documentation skills

Communication skills

Organizational skills

Onboarding experience

Job description

Strongpoint Partners is a national network of retirement and payroll businesses seeking an Onboarding Specialist to deliver a seamless experience for new retirement plan clients. You will manage onboarding from document review to coordination with recordkeepers and internal teams, ensuring accuracy, timelines, and client satisfaction while navigating complex plan provisions.

The ideal candidate has 3–5+ years of experience with retirement plans, ERISA knowledge, and strong communication skills