Onboarding Document Specialist (TFG)
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AI Summary
Who we are:
Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.
Onboarding Document Specialist
At Strongpoint Partners, we’re making retirement work for everyone. As a national network of retirement and payroll businesses, we bring together deep industry expertise, technology, and a shared commitment to delivering an exceptional experience for our clients and partners.
We’re looking for an Onboarding Document Specialist to join our team and help ensure a seamless experience for new retirement plan clients. In this role, you’ll support the onboarding of retirement plans with a focus on plan documentation, accuracy, compliance, and timely execution.
You’ll work closely with advisors, plan sponsors, and teams across Strongpoint to keep onboarding moving forward and make sure every detail is handled the right way.
What You’ll Do
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Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials
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Manage onboarding workflows from initial document preparation through execution and completion
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Review documents for accuracy, completeness, and alignment with applicable IRS, ERISA, and internal requirements
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Partner with advisors, clients, and internal teams to gather information, clarify requirements, and keep onboarding timelines on track
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Perform detailed quality checks and identify discrepancies or missing information before documents are finalized
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Maintain accurate digital records and documentation tracking throughout the onboarding process
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Enter, update, and maintain plan and client information across internal systems
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Help identify opportunities to improve onboarding processes, workflows, and overall efficiency
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Stay informed on regulatory and industry changes that may impact retirement plan documentation
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Collaborate across teams and partner organizations to help deliver a consistent, high-quality client experience
What We’re Looking For
Required Qualifications
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Bachelor’s degree in Finance, Business, or a related field, or equivalent experience
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1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field
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Strong attention to detail with a commitment to accuracy
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Highly organized with the ability to manage multiple priorities, deadlines, and workflows
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Strong written and verbal communication skills
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A proactive, collaborative approach and willingness to take ownership of work from start to finish
Preferred Qualifications
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Experience working with 401(k), qualified retirement plans, or 3(16) services
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Familiarity with IRS and ERISA requirements related to retirement plan documentation
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Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro
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ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification
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Experience supporting plan onboarding, document preparation, or implementation
Our Value-Driven Employee Experience:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
**Specific benefits and programs may vary by partner and position.
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