Retirement Document Specialist, (TFG)
The Finway Group (TFG), a partner of Strongpoint Partners, is seeking a Retirement Document Specialist to facilitate the onboarding of new retirement plan clients. This fully remote role involves preparing and reviewing retirement plan documents, ensuring compliance with IRS and ERISA regulations, and collaborating with advisors, plan sponsors, and internal teams to maintain accurate and timely execution of plan documentation.
Key responsibilities include preparing, reviewing, and coordinating retirement plan documents such as adoption agreements, plan documents, and trust agreements. The specialist will manage onboarding workflows from initial document preparation through execution and completion, ensuring accuracy and completeness. Additionally, the role involves maintaining accurate digital records, updating plan and client information across internal systems, and identifying opportunities to improve onboarding processes and workflows.
Candidates should possess a bachelor's degree in Finance, Business, or a related field, or equivalent experience. A minimum of 1–3 years in retirement plans, TPA operations, financial services, or a related field is required. Strong attention to detail, organizational skills, and proficiency in written and verbal communication are essential. Experience with 401(k) plans, qualified retirement plans, or 3(16) services, as well as familiarity with IRS and ERISA requirements, is preferred.
The anticipated annual salary for this position ranges from $50,000 to $60,000. Specific benefits and programs may vary by partner and position.
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. 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 prioritize accuracy, compliance, and reduction of regulatory risk for its clients. The company fosters a culture that values diversity, collaboration, and respect, providing opportunities for ongoing learning and career development.