Retirement Plan Documentation & Onboarding Specialist (BCS)

Strongpoint Partners • Chicago, IL

3d • Hybrid

About The Position

BCS, a Strongpoint Partners company, is seeking a detail-oriented and organized Retirement Plan Documentation & Onboarding Specialist to join our team. In this role, you will support the preparation, review, and coordination of retirement plan documents while helping ensure a smooth and efficient onboarding experience for new clients. The ideal candidate has experience in retirement plan administration, strong attention to detail, and the ability to manage multiple priorities while collaborating with clients, advisors, and internal teams. This position offers an opportunity to contribute to process improvements and support the continued growth of our retirement services business.

Requirements

• Experience in retirement plan administration, plan documentation, or client onboarding preferred.
• Familiarity with qualified retirement plans, including 401(k), profit-sharing, and other defined contribution plans.
• General understanding of IRS and ERISA regulations related to retirement plan documentation.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Ability to manage multiple projects, prioritize deadlines, and work effectively in a fast-paced environment.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and the ability to learn new software and internal systems.
• Strong problem-solving skills and a collaborative, client-focused approach.

Nice To Haves

• Experience with retirement plan administration software and document management systems preferred.
• Experience with SAGE software and additional language proficiency are a plus.

Responsibilities

• Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials.
• Manage new client onboarding workflows from initial document preparation through execution and implementation.
• Review documentation for accuracy, completeness, and compliance with applicable IRS, ERISA, and internal requirements.
• Collaborate with clients, financial advisors, custodians, and internal teams to gather necessary information and ensure timely onboarding.
• Conduct detailed quality reviews, identifying and resolving discrepancies or missing information before documents are finalized.
• Coordinate new retirement plan setup, custodian alignment, and implementation activities.
• Maintain accurate digital records, track documentation progress, and update client and plan information across internal systems.
• Monitor onboarding timelines and communicate updates to relevant stakeholders.
• Identify opportunities to streamline documentation processes, improve workflows, and increase operational efficiency.
• Stay informed of regulatory and industry changes affecting retirement plan documentation and administration.
• Work collaboratively across teams and Strongpoint partner organizations to deliver a consistent, high-quality client experience.
• Perform other duties as assigned.

Benefits

• Health, dental, vision, life, and disability coverage.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Incentive bonus programs, flexible hours, & more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed