Onboarding Specialist
Job Summary
Managing onboarding activities for new retirement plan clients, the full-time remote Onboarding Specialist will ensure key milestones are met, maintain accurate documentation, and review plan provisions to deliver a seamless client experience.
Key responsibilities
- Manage onboarding activities for new retirement plan clients, ensuring key milestones and deadlines are met
- Review and map prior plan documents to ensure plan provisions are accurately reflected in the new plan
- Explain plan provisions and requirements clearly to clients and partners, helping them understand available options and next steps
Required qualifications
- 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
- Ability to communicate complex retirement plan concepts clearly to clients, advisors, and internal partners
Complete Job Description
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