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Onboarding Documents Coordinator

The Finway Group

(Remote / West Des Moines IA)

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 are seeking a team member that has experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere.

The Experience: Are you familiar with reading and interpreting retirement plan documents?  Do you have experience with ft William software, Pension Pro, and have refined customer service skills in the retirement industry? The Finway Group may be a perfect fit for you!

The Why:

  • 100% of premiums covered for employee health, dental, life, short term disability, and $1,200 HSA contribution per year
  • 3% company contribution to 401(k) and Cash Balance plan
  • 15 days PTO with increasing amount with tenure, 6 paid holidays and 2 floating holidays
  • Remote location can be offered if not in the Des Moines area

We take great pride in our work and do what makes sense, not something that is corporate.  We value hard work, do not micro manage and grow our employees as the company grows.  Please visit our website for more information:  finwaygroup.com

The Responsibilities:             

  • Consult with Plan Sponsors and Advisors regarding retirement plan design and provisions 
  • Lead plan design onboarding calls to both new and transfer clients
  • Ensure accurate transfer of plan provisions to the recordkeeper
  • Communicate with sales team and onboarding departments to ensure timely transition of plans
  • Ensure compliance with DOL and IRS requirements

The Qualifications

  • Minimum 5 years’ experience in reading and interpreting retirement plan documents
  • Experience with ft William and Pension Pro preferred
  • Exceptional customer service skills, both verbal and written
  • Experience with PEPs a plus         
  • Strong attention to detail and accuracy
  • Ability to multitask and handle multiple plans at one time

How to Apply

Please email your resume and salary requirements to keith@finwaygroup.com


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