Retirement Onboarding Specialist (TFG)

Retirement Onboarding Specialist (TFG)

Remote

About The Finway Group, (TFG):

The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Finway Group, a Strongpoint partner, is looking for a Retirement Onboarding Specialist to join their team and help deliver a seamless experience for new retirement plan clients. In this role, you'll manage key aspects of the plan onboarding process, from reviewing existing plan documents and interpreting plan provisions to coordinating with recordkeepers, advisors, and internal teams.

The ideal candidate brings a strong understanding of qualified retirement plans, excellent attention to detail, and the ability to confidently navigate complex plan provisions while keeping the client experience at the center of their work.

PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule.

Key Responsibilities:

• Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met
• Maintain accurate onboarding systems, status reports, and documentation to keep internal and external stakeholders informed
• 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 as needed
• Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps
• Identify opportunities to improve plan design and recommend solutions for provisions that may not be supported
• Prepare and submit approved plan provisions to recordkeepers and coordinate the corresponding plan documentation
• Interpret and review legal and plan documents with a high degree of accuracy
• Partner with internal teams and external providers to resolve issues and keep onboarding projects moving forward
• Identify opportunities to improve processes, workflows, and methodologies as the business continues to grow
• Take ownership of onboarding activities from initiation through completion while delivering a high-quality client experience
• Other duties as assigned

Minimum Qualifications:

• 35+ years of experience working with retirement plan documents, qualified retirement plans, or TPA operations
• Strong understanding of ERISA and IRS regulations governing qualified retirement plans
• 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 and deadlines
• Ability to communicate complex retirement plan concepts clearly to clients, advisors, and internal partners
• Strong organizational skills and a proactive, solutions-oriented approach
• Ability to take ownership of projects and follow them through to completion

Preferred Qualifications:

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

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$60,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

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.