Retirement Document Specialist, (TFG)

The role

The Retirement Document Specialist supports the onboarding of retirement plans with a focus on plan documentation, accuracy, compliance, and timely execution. This person will work with advisors, plan sponsors, and teams across Strongpoint to manage onboarding workflows.

What you will do

• Prepare, review, and coordinate retirement plan documents
• Manage onboarding workflows from initial document preparation through execution and completion
• Review documents for accuracy, completeness, and alignment with IRS, ERISA, and internal requirements
• Partner with advisors, clients, and internal teams to gather information and keep timelines on track
• Perform detailed quality checks and identify discrepancies or missing information
• Maintain accurate digital records and documentation tracking
• Enter, update, and maintain plan and client information across internal systems
• Help identify opportunities to improve onboarding processes and efficiency
• Stay informed on regulatory and industry changes
• Collaborate across teams and partner organizations

Required qualifications

• Bachelor’s degree in Finance, Business, or a related field, or equivalent experience
• 1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field
• Strong attention to detail with a commitment to accuracy
• Highly organized with the ability to manage multiple priorities, deadlines, and workflows
• Strong written and verbal communication skills
• A proactive, collaborative approach and willingness to take ownership of work from start to finish

Nice to have

• Experience working with 401(k), qualified retirement plans, or 3(16) services
• Familiarity with IRS and ERISA requirements related to retirement plan documentation
• Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro
• ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification
• Experience supporting plan onboarding, document preparation, or implementation

Benefits

• Flexible PTO, including flexible & unlimited options
• Health, dental, vision, life, and disability coverage
• Incentive bonus programs
• Flexible hours

About the company

Strongpoint Partners is a tech-enabled retirement services platform. The Finway Group is a national retirement plan services firm and an operating partner of Strongpoint Partners.