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Strongpoint Partners

Retirement Document Specialist, (TFG)

Strongpoint Partners · Remote

Posted about 3 months ago · $50,000-$60,000 · Previously reposted

or apply directly on Strongpoint Partners's site. We never take the application ourselves.

Is this posting real?

This role has been open
75 days
Strongpoint Partners's roles stay open a median of 80 days
Reposted
Yes
taken down and listed again at least once
Salary listed
Yes
75% of Strongpoint Partners's roles list one
Ghost-job risk at Strongpoint Partners
high
21 stale, 1 reposted of 24 open
Hiring momentum
32 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-22

Measured from postings appearing on and disappearing from Strongpoint Partners's own greenhouse board since 2026-08-03. Full hiring picture for Strongpoint Partners.

About this role

The Retirement Document Specialist at The Finway Group will focus on onboarding new retirement plan clients by preparing and reviewing plan documentation, ensuring compliance and accuracy. This role involves managing workflows, collaborating with advisors and clients, and maintaining digital records throughout the onboarding process. The position is fully remote, with a preference for candidates in the Central and Eastern time zones.

Our read on this posting3.4out of 5
benefits
3/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Strongpoint Partners as an employer.

What you need

  • 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 with a commitment to accuracy
  • Highly organized with the ability to manage multiple priorities, deadlines, and workflows
  • Strong written and verbal communication skills
  • A proactive, collaborative approach and willingness to take ownership of work from start to finish

Nice to have

  • 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

What you get

  • 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.

Worth weighing

  • Preference for candidates in Central and Eastern time zones may limit opportunities for those in other regions.
  • Salary range is provided but may vary based on geographic location and individual qualifications.

Summarised from Strongpoint Partners's posting. Read the full original.

Listed by Strongpoint Partners on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.

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