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. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). 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.
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 DoManage 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
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
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
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.
Skills Required
- 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
- 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
What We Do
Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small-and-medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk, all delivered by local customer success teams that understand the nuances of the markets they serve. Made up of a coast-to-coast network of leading retirement strategy and administration firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), and Retirement Planners and Administrators (“RPA”), 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
