Retirement Document Specialist

🕒 August 7

🇺🇸 United States – Remote

💵 $50k - $60k / year

⏰ Full Time

🟢 Junior

👻 Ghost score 32%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Strongpoint Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💸 Finance

💳 Fintech

B2B • Finance • Fintech

Strongpoint Partners is a national partnership that specializes in providing integrated retirement, payroll, and HR solutions for small to medium-sized businesses. They offer a customer-centric platform that aims to increase long-term wealth for clients and their employees. The company's services include plan consultation and design, compliance and tax support, recordkeeping, and advisory, backed by a robust technology infrastructure. With over 150,000 plan participants across 40+ states and $14B+ in plan assets under administration, Strongpoint Partners is dedicated to building trusted and knowledgeable retirement solutions.

📋 Description

• Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials • Manage onboarding workflows from initial document preparation through execution and completion • Review documents for accuracy, completeness, and alignment with applicable IRS, ERISA, and internal requirements • Partner with advisors, clients, and internal teams to gather information, clarify requirements, and keep onboarding timelines on track • Perform detailed quality checks and identify discrepancies or missing information before documents are finalized • Maintain accurate digital records and documentation tracking throughout the onboarding process • Enter, update, and maintain plan and client information across internal systems • Help identify opportunities to improve onboarding processes, workflows, and overall efficiency • Stay informed on regulatory and industry changes that may impact retirement plan documentation • Collaborate across teams and partner organizations to help deliver a consistent, high-quality client experience • Perform other duties as assigned

🎯 Requirements

• 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 • Proactive, collaborative approach and willingness to take ownership of work from start to finish • Preferred: experience with 401(k), qualified retirement plans, or 3(16) services • Preferred: familiarity with IRS and ERISA requirements related to retirement plan documentation • Preferred: experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro • Preferred: ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification • Preferred: experience supporting plan onboarding, document preparation, or implementation • Preference for candidates in the Central and Eastern time zones

🏖️ Benefits

• Flexible workplace with remote options • Flexible PTO, including flexible and unlimited options • Support for ongoing learning and career development • Health, dental, vision, life, and disability coverage • Incentive bonus programs • Flexible hours • Inclusive environment valuing diversity, collaboration, and respect • Specific benefits and programs may vary by partner and position