Onboarding Specialist (TFG)

📋 Description

• Manage onboarding activities for new retirement plan clients from initiation to completion.
• Coordinate with clients, advisors, recordkeepers, and internal teams.
• Review and map plan documents to reflect provisions in the new plan.
• Prepare, review, and coordinate amendments, restatements, and SPDs.
• Explain plan provisions and next steps to clients and partners.
• Identify process improvements to onboarding workflows and efficiency.

🎯 Requirements

• 3–5+ years with retirement plan docs or TPA operations.
• Strong ERISA/IRS knowledge for qualified plans.
• Experience drafting retirement plan documents.
• Know 401(k) provisions and design concepts.
• Experience with amendments, restatements, SPDs; preferred for compliance docs.
• Experience with 401(k) admin, including compliance testing and updates.

🎁 Benefits

• Flexible workplace with remote and hybrid options.
• Flexible PTO options depending on position.
• Comprehensive health, dental, vision, life, and disability insurance.
• Incentive bonus programs and flexible hours.
• Support for learning and career growth.
• Inclusive, collaborative environment focused on belonging.