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Retirement Plan Onboarding Coordinator

The Finway Group

in Remote / West Des Moines IA / Hybrid

Logo for The Finway Group

The Description: The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Due to significant company growth, we seek a team member with experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere.

The Why:

  • 100% of monthly premiums covered for single employee health, dental, life, short-term disability, and $1,200 HSA contribution per year
  • 3% company contribution to 401(k)
  • 15 days PTO with increasing amount with tenure and six paid holidays, plus 2 floating holidays
  • Advancement potential due to rapidly growing business
  • Work/life balance strongly encouraged

The Responsibilities:

  • Manage caseload effectively to meet or exceed service goals for quality and timeliness with limited supervision.
  • Coordinates with the clients, record keepers, and advisors, to review all onboarding 401(k) documents to facilitate the transfer and installation of new retirement plans.
  • Consistently updates system and status report to keep all parties informed of onboarding activities and progress.
  • Ensures internal completion of tasks by the scheduled due date
  • Provide hand-off to the appropriate relationship manager to ensure a smooth transition for the client.

The Qualifications:

  • Minimum 2-3 years of retirement plan onboarding experience or related position.
  • Exceptional organizational skills.
  • Strong attention to detail, file compliance, and accuracy.
  • Ability to meet multiple deadlines
  • Monday through Friday, 8:00 am to 5:00 pm.

How to Apply

To apply, please email your resume and salary requirements to keith@finwaygroup.com


A Verified Employer
The Finway Group has trusted BenefitsLink to help reach qualified candidates for this opening.

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