{"id":259936,"url":"https://alion.io/job/strongpoint-partners-retirement-document-specialist-tfg","title":"Retirement Document Specialist, (TFG)","company":{"id":4456,"name":"Strongpoint Partners","domain":"strongpointpartners.com","url":"https://alion.io/company/strongpoint-partners","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":83,"open_postings":6,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":50,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":{"label":"ET","utc_offset_min":-5,"utc_offset_max":-5},"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":50000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-07T19:30:22Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-11-05T22:13:20Z","board_verified":true,"closed_at":null,"days_open":90,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":89},"description":"Who we are:\nStrongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpointoffers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. \nAbout The Finway Group, (TFG):\nThe Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).\nPosition Summary:\nThe Finway Group (TFG), a Strongpoint partner, is looking for a Retirement Document Specialist to join their team and help ensure a seamless experience for new retirement plan clients. In this role, you’ll support the onboarding of retirement plans with a focus on plan documentation, accuracy, compliance, and timely execution.\nYou’ll work closely with advisors, plan sponsors, and teams across Strongpoint to keep onboarding moving forward and make sure every detail is handled the right way.\nPLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones.\nKey Responsibilities: \nPrepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials\nManage onboarding workflows from initial document preparation through execution and completion\nReview documents for accuracy, completeness, and alignment with applicable IRS, ERISA, and internal requirements\nPartner with advisors, clients, and internal teams to gather information, clarify requirements, and keep onboarding timelines on track\nPerform detailed quality checks and identify discrepancies or missing information before documents are finalized\nMaintain accurate digital records and documentation tracking throughout the onboarding process\nEnter, update, and maintain plan and client information across internal systems\nHelp identify opportunities to improve onboarding processes, workflows, and overall efficiency\nStay informed on regulatory and industry changes that may impact retirement plan documentation\nCollaborate across teams and partner organizations to help deliver a consistent, high-quality client experience\nOther duties as assigned\nMinimum Qualifications:\nBachelor’s degree in Finance, Business, or a related field, or equivalent experience\n1-3+ years of experience in retirement plans, TPA operations, financial services, or a related field\nStrong attention to detail with a commitment to accuracy\nHighly organized with the ability to manage multiple priorities, deadlines, and workflows\nStrong written and verbal communication skills\nA proactive, collaborative approach and willingness to take ownership of work from start to finish\nPreferred Qualifications:\nExperience working with 401(k), qualified retirement plans, or 3(16) services\nFamiliarity with IRS and ERISA requirements related to retirement plan documentation\nExperience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro\nASPPA credentials such as QKA or QKC, or demonstrated progress toward certification\nExperience supporting plan onboarding, document preparation, or implementation\nPay Transparency Statement:\nThe anticipated pay range for this position is $50,000-$60,000annually.\nAt Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.\nOur Value-Driven Employee Experience:\nFlexible Workplace - Hybrid and remote options available for many roles.\nFlexible PTO - Competitive paid time off, including flexible & unlimited options.\nInclusive Environment - A culture that values diversity, collaboration, and respect.\nGrowth Opportunities - Support for ongoing learning and career development.\nComprehensive Benefits - Health, dental, vision, life, and disability coverage.\n Workplace Perks - Incentive bonus programs, flexible hours, & more.\n**Specific benefits and programs may vary by partner and position.","description_format":"text","description_chars":5450,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Growth opportunities","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Payroll Services","Custody & Fund Administration"],"lifecycle":[{"event":"open","at":"2026-09-05T11:46:24Z"},{"event":"close","at":"2026-10-16T16:42:13Z"},{"event":"reopen","at":"2026-10-28T18:42:28Z"}],"visa":[],"liveness":{"score":20,"band":"cold","label":"Long shot","p_open":1,"p_active":0.557,"p_room":0.36,"age_days":89,"expected_fill_days":50,"reasons":["conf:4","win:tail","crowd:junior"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":60000,"is_top_pay":true},"html_url":"https://alion.io/job/strongpoint-partners-retirement-document-specialist-tfg","json_url":"https://alion.io/job/strongpoint-partners-retirement-document-specialist-tfg.json","meta":{"generated_at":"2026-11-06T00:48:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1374,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4456},"rest":"https://alion.io/mcp/rest/get_company?id=4456"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fstrongpoint-partners-retirement-document-specialist-tfg"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fstrongpoint-partners-retirement-document-specialist-tfg"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fstrongpoint-partners-retirement-document-specialist-tfg"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/strongpoint-partners-retirement-document-specialist-tfg\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fstrongpoint-partners-retirement-document-specialist-tfg"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":259936}},{"tool":"search_jobs","arguments":{"company":"strongpointpartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":259936},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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