退休入职专员 (TFG)
Retirement Onboarding Specialist (TFG)
我们是谁：
Strongpoint Partners 是一个技术驱动的退休服务平台，为中小型企业提供集成的退休第三方管理、记录保存、薪资和人力资源解决方案。被列为 Inc. 5000 美国增长最快的私营公司之一，并被评为值得工作的优秀企业，Strongpoint 提供一系列以准确性、合规性和降低监管风险为核心的客户服务，由了解其所服务市场细微差别的本地客户成功团队提供支持。Strongpoint Partners 将对服务和创新的不懈热情与实现人人退休成功的经验和专业知识相结合。更多信息，请访问：www.strongpointpartners.com。
关于 Finway 集团（TFG）：
Finway 集团是一家全国性的退休计划服务公司，总部位于爱荷华州得梅因市，在 43 个州都有业务，作为集合计划提供商（PPP）、第三方管理员（TPA）和 3(16) 指定受托人，为所有其管理的计划提供服务。Finway 提供全面的单一雇主和集合雇主计划（PEP）退休解决方案，为雇主提供灵活、一站式退休计划选项。拥有约 50 名员工和 96% 以上的客户保留率，Finway 在高接触、结果导向的退休计划管理方面建立了良好的声誉。TFG 是 Strongpoint Partners 的运营合作伙伴，Strongpoint Partners 是一家由 Shore Capital Partners（SCP）支持的领先技术驱动型金融服务业退休平台。
职位概述：
Finway 集团是 Strongpoint 的合作伙伴，正在寻找一名退休入职专员加入他们的团队，帮助为新的退休计划客户提供无缝体验。在此职位中，您将负责计划入职过程的关键方面，从审查现有计划文件和解释计划条款到与记录保存机构、顾问和内部团队协调。
理想的候选人具备对合格退休计划的深入了解，出色的关注细节能力，以及在保持客户体验为核心的同时自信地处理复杂计划条款的能力。
请注意：此职位仅面向美国东部和中部时区的候选人，由于客户团队的主要办公地点，优先考虑能够采用混合工作模式的亚特兰大地区候选人。
主要职责：
- 管理入职过程
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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. 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.
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:
- 3–5+ 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.