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Retirement Onboarding Document Specialist

The Finway Group

(Remote)

We are seeking a detail-oriented and highly organized 316 Retirement Plan TPA Onboarding Document Specialist to join our team. In this role, you will be responsible for managing the onboarding process for new retirement plan clients, with a focus on preparing and ensuring the accuracy of plan documents and compliance materials.

You'll work closely with advisors, plan sponsors, and internal teams to deliver smooth, compliant, and efficient onboarding experience.

What You'll Do

• Prepare and review retirement plan documents, including adoption agreements, plan documents, and trust agreements
• Ensure all documents meet IRS, ERISA, and internal compliance standards
• Manage onboarding workflows from document creation through execution
• Communicate with advisors, clients, and internal teams regarding document requirements and timelines
• Perform detailed quality checks to ensure accuracy and completeness
• Maintain organized digital records and documentation tracking systems
• Input and manage plan and client data in internal systems
• Identify opportunities to improve onboarding processes and efficiency
• Stay current on regulatory updates affecting retirement plan documentation

What We're Looking For

Required Qualifications:

• Bachelor's degree in finance, Business, or a related field (or equivalent experience)
• 1–3+ years of experience in retirement plans, TPA operations, or financial services
• Strong attention to detail and organizational skills
• Excellent communication and time management abilities

Preferred Qualifications:

• Experience working with 401(k) or qualified retirement plans
• Familiarity with IRS and ERISA regulations
• Experience with TPA/document systems (FT William, Relius, ASC, PensionPro)
• ASPPA credentials (QKA, QKC) or progress toward certification

About Us

The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans.

Build your career where expertise meets empathy. The Finway Group empowers professionals to grow, contribute, and make a lasting impact through meaningful work, continuous development, and a people-first culture.

Benefits

• People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
• Secure Future: Enjoy a 3% company contribution to your 401(k).
• Time to Recharge: Start with 18 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
• Path to Success: Be part of our rapid business growth with opportunities for career advancement.
• Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance.

Pay Transparency

$55,000-$60,000

EEO Statement

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Suitability Statement

Any offer of employment is contingent upon the successful completion of a background check conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position.

E-Verify Employer The Finway Group participates in E-Verify and complies with all federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider all qualified applicants without regard to protected characteristics.

How to Apply

Contact Amy Campos-Hong, Human Resouces, with The Finway Group at amy@finwaygroup.com with your resume and compensation requirements. Your resume will not be considered if your compensation ask is not made available. 

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