Onboarding Specialist

Responsibilities

• Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met
• Maintain accurate onboarding systems, status reports, and documentation
• 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
• Explain plan provisions and requirements clearly to clients and partners
• Identify opportunities to improve plan design and recommend solutions
• Prepare and submit approved plan provisions to recordkeepers
• Interpret and review legal and plan documents with a high degree of accuracy
• Partner with internal teams and external providers to resolve issues
• Identify opportunities to improve processes, workflows, and methodologies
• Take ownership of onboarding activities from initiation through completion

Requirements

• 3–5+ years of experience with retirement plan documents, qualified retirement plans, or TPA operations
• Strong understanding of ERISA and IRS regulations
• Experience reviewing, interpreting, and drafting retirement plan documents
• Strong understanding of 401(k) plan provisions and plan design concepts
• Excellent written and verbal communication skills
• Exceptional attention to detail and ability to manage multiple priorities
• Ability to communicate complex retirement plan concepts clearly
• Strong organizational skills and a proactive, solutions-oriented approach
• Ability to take ownership of projects

Preferred Qualifications

• Experience with plan amendments, restatements, SPDs, and other compliance documents
• Experience with 401(k) plan administration, including compliance testing and plan operations
• Experience working directly with employers, advisors, or recordkeepers
• Familiarity with retirement plan document and administration systems
• ASPPA credentials such as QKA, QKC, or QPA

About the Company

Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions.