Onboarding Specialist

At Strongpoint Partners, we’re making retirement work for everyone. As a national network of retirement and payroll businesses, we bring together deep industry expertise, technology, and a shared commitment to delivering an exceptional experience for our clients and partners.

We’re looking for an Onboarding Specialist to join our 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.

What You’ll Do

• 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

Required 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