Onboarding Specialist (TFG)

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Onboarding Specialist (TFG) based in United States.

This role is responsible for delivering a smooth, accurate, and client-focused onboarding experience for new retirement plan clients. You will manage onboarding activities from initiation through completion, coordinating closely with clients, advisors, recordkeepers, and internal teams. The position combines technical knowledge of qualified retirement plans with strong project coordination and client communication skills. You will review and interpret complex plan documents, translate provisions into actionable requirements, and ensure accurate implementation. Your attention to detail will help maintain compliance while identifying opportunities to improve plan design and onboarding processes. You will also contribute to evolving workflows and methodologies as the organization continues to grow. This is an excellent opportunity for a retirement services professional who enjoys ownership, problem-solving, and making complex processes easier for clients.

Accountabilities: Manage onboarding activities for new retirement plan clients, ensuring key milestones, deliverables, and deadlines are met from initiation through completion.

Maintain accurate onboarding systems, status reports, documentation, and project information so internal and external stakeholders remain aligned.

Review and map existing plan documents to ensure current plan provisions are accurately reflected in the new plan.

Prepare, review, and coordinate plan documents, amendments, restatements, Summary Plan Descriptions, and related materials.

Participate in plan provision and onboarding discussions with clients, advisors, recordkeepers, and internal teams as needed.

Clearly explain plan provisions, requirements, available options, and next steps to clients and business partners.

Identify opportunities to improve plan design and recommend practical solutions when certain provisions are not supported.

Prepare and submit approved plan provisions to recordkeepers and coordinate the associated documentation.

Interpret and review legal and retirement plan documents with a high degree of accuracy and attention to detail.

Partner with internal teams and external providers to identify and resolve issues, remove obstacles, and keep onboarding projects on schedule.

Identify opportunities to improve onboarding processes, workflows, methodologies, and overall operational efficiency.

Take full ownership of assigned onboarding projects while maintaining a high-quality and responsive client experience.

Requirements

3–5+ years of experience working with retirement plan documents, qualified retirement plans, or third-party administrator operations.

Strong understanding of ERISA and IRS regulations governing qualified retirement plans.

Demonstrated experience reviewing, interpreting, and drafting retirement plan documents.

Strong knowledge of 401(k) plan provisions and retirement plan design concepts.

Experience with plan amendments, restatements, Summary Plan Descriptions, and other retirement plan compliance documentation is preferred.

Experience with 401(k) administration, including compliance testing, plan operations, and document update cycles, is preferred.

Experience working directly with employers, advisors, recordkeepers, or other retirement plan partners is an advantage.

Familiarity with retirement plan document and administration systems.

Strong written and verbal communication skills, with the ability to explain complex retirement concepts clearly to different audiences.

Exceptional attention to detail, organization, and ability to manage multiple priorities and deadlines simultaneously.

Proactive, solutions-oriented approach with strong ownership and follow-through.

Ability to work collaboratively across internal teams and external partners while maintaining a strong client focus.

ASPPA credentials such as QKA, QKC, or QPA, or progress toward one of these certifications, are preferred.

Benefits

Flexible workplace with remote and hybrid options available for eligible roles.

Flexible paid time off, including flexible or unlimited PTO options depending on the position.

Comprehensive health, dental, vision, life, and disability insurance coverage.

Incentive bonus programs and flexible working hours.

Support for ongoing learning, professional development, and career growth.

Inclusive and collaborative work environment focused on respect and belonging.

Additional workplace perks and employee programs.

Benefits and specific programs may vary depending on the position and applicable partner arrangements.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1