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Strongpoint Partners

Retirement Onboarding Specialist (TFG)

Strongpoint Partners · Remote

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

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
No
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 Onboarding Specialist at The Finway Group will manage the onboarding process for new retirement plan clients, ensuring that all key milestones and deadlines are met. Daily tasks include reviewing and interpreting plan documents, coordinating with various stakeholders, and maintaining accurate onboarding systems. The role requires a strong understanding of qualified retirement plans and a focus on delivering a high-quality client experience.

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

  • 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

Nice to have

  • 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 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

  • Remote position limited to Eastern and Central time zones; preference for candidates in the Atlanta area who can work hybrid
  • No specific technology stack mentioned, which may indicate a lack of modern tools or systems
  • Salary range provided, but may vary based on location and experience

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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