Onboarding Specialist

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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

• 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 so 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 plan design improvements and recommend solutions for unsupported provisions • Prepare and submit approved plan provisions to recordkeepers and coordinate related documentation • Interpret and review legal and plan documents accurately • Partner with internal teams and external providers to resolve issues and advance onboarding projects • Improve processes, workflows, and methodologies • Own onboarding activities from initiation through completion while delivering a high-quality client experience

🎯 Requirements

• 3–5+ years of experience 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 through completion • Preferred: experience with plan amendments, restatements, SPDs, compliance testing, plan operations, document update cycles, employers, advisors, recordkeepers, retirement plan systems, and ASPPA credentials such as QKA, QKC, or QPA, or progress toward certification

🏖️ Benefits

• Hybrid and remote options available for many roles • Competitive paid time off, 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