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Retirement Plan Documentation & Onboarding Specialist (BCS)

United States

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.  

Retirement Plan Documentation & Onboarding Specialist

About Strongpoint Partners

Strongpoint Partners is a leading provider of retirement plan administration, recordkeeping, and consulting services. Through our network of specialized partner firms, we deliver personalized retirement solutions and exceptional service to clients nationwide.

Position Summary

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.

Key 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.

Qualifications

  • 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.

  • Experience with retirement plan administration software and document management systems preferred.

  • Strong problem-solving skills and a collaborative, client-focused approach.

  • Experience with SAGE software and additional language proficiency are a plus.

Why Join Strongpoint Partners?

At Strongpoint Partners, you'll be part of a growing organization committed to delivering exceptional retirement plan services. We value collaboration, continuous improvement, and professional development, providing opportunities to expand your expertise while making a meaningful impact on our clients and teams.

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.

 

 

 

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