Onboarding Document Specialist
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Prepare, review, and coordinate retirement plan documents including adoption agreements and trust agreements Manage onboarding workflows from initial preparation through execution Review documents for accuracy and compliance with IRS and ERISA requirements Partner with advisors and clients to gather information and maintain onboarding timelines Perform detailed quality checks to identify discrepancies or missing information Maintain accurate digital records and update plan information in internal systems Identify opportunities to improve onboarding processes and efficiency Requirements
Bachelor's degree in Finance, Business, or a related field, or equivalent experience 1-3+ years of experience in retirement plans, TPA operations, or financial services Strong attention to detail and commitment to accuracy Highly organized with ability to manage multiple priorities and deadlines Strong written and verbal communication skills Proactive and collaborative approach Preferred Qualifications
Experience with 401(k), qualified retirement plans, or 3(16) services Familiarity with IRS and ERISA requirements Experience with TPA systems such as FT William, Relius, ASC, or PensionPro ASPPA credentials such as QKA or QKC Benefits
Flexible workplace options Flexible PTO including unlimited options Comprehensive health, dental, vision, life, and disability coverage Growth and career development support Incentive bonus programs
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