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Retirement Document Coordinator

The Finway Group, LLC - A Strongpoint Partner

(Remote)

The Finway Group, a Strongpoint partner, is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. We are industry leaders in 3(16) administration and Pooled Employer Plans(PEPs).   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.

In this role, you’ll support the onboarding of retirement plans with a focus on plan documentation, accuracy, compliance, and timely execution. 

The Responsibilities:       

• Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials.
• Manage onboarding workflows from initial document preparation through execution and completion.
• Review documents for accuracy, completeness, and alignment with applicable IRS, ERISA, and internal requirements.
• Partner with advisors, clients, and internal teams to gather information, clarify requirements, and keep onboarding timelines on track.
• Enter, update, and maintain plan specs on the recordkeeper’s website.
• Stay informed on regulatory and industry changes that may impact retirement plan documentation.

The Qualifications: 

• Minimum 5 years’ experience in plan document work of defined contribution plans
• Experience with ft william software and PensionPro are preferred
• Exceptional customer service skills, both verbal and written
• Experience with PEPs a plus         
• Strong attention to detail and accuracy

How to Apply

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

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