Retirement Document Specialist, (TFG)

Strongpoint Partners

2d • $50,000 - $60,000 • Remote

About The Position

The Finway Group (TFG), a Strongpoint Partners operating partner, is seeking a Retirement Document Specialist to support onboarding for new retirement plan clients. The role focuses on plan documentation, accuracy, compliance, and timely execution. The specialist works with advisors, plan sponsors, and internal Strongpoint teams to keep onboarding on track and ensure documentation is complete and correct. This is a fully remote position available anywhere in the United States, with preference for candidates in Central and Eastern time zones.

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 and commitment to accuracy.
• Strong organizational skills and 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.

Nice To Haves

• Experience working with 401(k), qualified retirement plans, or 3(16) services.
• Familiarity with IRS and ERISA requirements related to retirement plan documentation.
• Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro.
• ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification.
• Experience supporting plan onboarding, document preparation, or implementation.

Responsibilities

• 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.
• 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.

Benefits

• Competitive paid time off, including flexible and unlimited options.
• Health, dental, vision, life, and disability coverage.
• Incentive bonus programs.
• Flexible hours.
• Support for ongoing learning and career development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level