Retirement Plan Specialist
Job Summary
Detail-oriented and organized, the full-time Retirement Plan Documentation & Onboarding Specialist will support the preparation, review, and coordination of retirement plan documents while ensuring a smooth onboarding experience for new clients.
Key Responsibilities
- Prepare, review, and coordinate retirement plan documents, including adoption agreements and trust agreements
- Manage new client onboarding workflows from initial document preparation through execution and implementation
- Collaborate with clients, financial advisors, and internal teams to gather necessary information and ensure timely onboarding
Required Qualifications
- Experience in retirement plan administration, plan documentation, or client onboarding preferred
- Familiarity with qualified retirement plans, including 401(k) and profit-sharing plans
- General understanding of IRS and ERISA regulations related to retirement plan documentation
- Strong organizational skills with exceptional attention to detail and accuracy
- Proficiency in Microsoft Office and experience with retirement plan administration software preferred
Complete Job Description
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