Retirement Plan Onboarding Specialist

Integrity; Norfolk (NE); On-site; USD 55,000 - 85,000; Full time

Job summary

Integrity Retirement Plan Consultants is seeking an experienced Retirement Plan Onboarding Consultant to coordinate the implementation of new retirement plan clients onto our Retirement Plan Services platform.

This role serves as the primary point of contact throughout the onboarding process, partnering with plan sponsors, advisors, payroll providers, and internal teams to ensure a smooth transition from sale through go-live.

Qualifications

• Bachelor's degree or equivalent retirement industry experience preferred.
• 2+ years of experience in retirement plan administration, recordkeeping, or onboarding.
• Knowledge of qualified retirement plans (401(k), Profit Sharing, Safe Harbor).
• Strong organizational and communication skills; ability to manage multiple projects.
• Proficiency with Microsoft Office and retirement plan software such as PensionPro.

Responsibilities

• Manage the onboarding and implementation of 20-30 new retirement plan clients from sale through go-live.
• Assist with plan setup meetings to gather payroll and operational requirements.
• Serve as the primary point of contact for plan sponsors, advisors, and internal teams throughout implementation.
• Partner with Sales by providing onboarding expertise, implementation guidance, and support during client transition discussions.
• Develop and manage onboarding timelines, deliverables, and project milestones to ensure successful implementations.
• Coordinate activities across Recordkeeping, TPA Administration, Payroll Integration, and Client Services teams.
• Complete setup and configuration of startup and conversion plans, including plan documents, enrollments, and related implementation activities.
• Train plan sponsors on payroll submission procedures and ongoing administrative processes.

Skills

Strong communication

Customer service

Relationship-building

Microsoft Office

PensionPro

Education

Bachelor's degree or equivalent retirement industry experience

Tools

PensionPro

Job description

Integrity Retirement Plan Consultants is seeking an experienced Retirement Plan Onboarding Consultant to coordinate the implementation of new retirement plan clients onto our Retirement Plan Services platform.

This role serves as the primary point of contact throughout the onboarding process, partnering with plan sponsors, advisors, payroll providers, and internal teams to ensure a smooth transition from sale through go-live.