---
title: 'Retirement Document Specialist, (TFG) at Strongpoint Partners'
canonical: 'https://feeny.ai/job/retirement-document-specialist-tfg-strongpoint-partners-remote-4hh0n1de6gxn'
type: 'job'
last_seen: '2026-09-09'
---

# Retirement Document Specialist, (TFG) at Strongpoint Partners

- **Company:** Strongpoint Partners
- **Location:** Remote
- **Work type:** remote
- **Posted:** 2026-08-07
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5383356008

## Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: [www.strongpointpartners.com](https://www.strongpointpartners.com/).

About The Finway Group, (TFG):

The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. TFG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

The Finway Group (TFG), a Strongpoint partner, is looking for a Retirement Document Specialist to join their team and help ensure a seamless experience for new retirement plan clients. In this role, you’ll support the onboarding of retirement plans with a focus on plan documentation, accuracy, compliance, and timely execution.

You’ll work closely with advisors, plan sponsors, and teams across Strongpoint to keep onboarding moving forward and make sure every detail is handled the right way.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones.

Key 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
- Perform detailed quality checks and identify discrepancies or missing information before documents are finalized
- Maintain accurate digital records and documentation tracking throughout the onboarding process
- Enter, update, and maintain plan and client information across internal systems
- Help identify opportunities to improve onboarding processes, workflows, and overall efficiency
- Stay informed on regulatory and industry changes that may impact retirement plan documentation
- Collaborate across teams and partner organizations to help deliver a consistent, high-quality client experience
- Other duties as assigned

Minimum Qualifications:

- Bachelor’s degree in Finance, Business, or a related field, or equivalent experience
- 1–3+ years of experience in retirement plans, TPA operations, financial services, or a related field
- Strong attention to detail with a commitment to accuracy
- Highly organized with the ability to manage multiple priorities, deadlines, and workflows
- Strong written and verbal communication skills
- A proactive, collaborative approach and willingness to take ownership of work from start to finish

Preferred Qualifications:

- Experience working with 401(k), qualified retirement plans, or 3(16) services
- Familiarity with IRS and ERISA requirements related to retirement plan documentation
- Experience with TPA or retirement plan administration systems such as FT William, Relius, ASC, or PensionPro
- ASPPA credentials such as QKA or QKC, or demonstrated progress toward certification
- Experience supporting plan onboarding, document preparation, or implementation

Pay Transparency Statement:

The anticipated pay range for this position is $50,000-$60,000 annually.

At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Our Value-Driven Employee Experience:

- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

## About Strongpoint Partners

## Company Overview
- **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure.
- **Entity Type**: Private (fastest-growing private company on Inc. 5000)
- **Headquarters**: Chicago, IL, USA
- **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history)
- **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans)

## Core Business
- **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services
- **Target customers**: Small- to medium-sized businesses (SMBs), B2B
- **Mission**: “Making retirement work for everyone.”

## Products & Services
- **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting.
- **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans.
- **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually.
- **HRIS**: Retirement-integrated HR solutions with concierge service and data validation.
- **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs.

All offerings are delivered through a tech-enhanced service model with local client success teams.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metrics**:
  - Plan Assets Under Administration: **$54B+**
  - Total Plans Administered: **32,000+**
  - Retirement Plan Participants Supported: **600,000+**
  - Employees: **408 U.S.-based** (as of April 2025)
- **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms)
- **Growth Signals**:
  - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years)
  - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more)
  - Assets under administration grew from $6B (2024) to $54B+
  - Headcount more than doubled from ~200 (2024) to 408 (2025)

## Competitive Advantages
- **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform.
- **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years.
- **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network.
- **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients.
- **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance.

## Strategic Focus
- Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs.
- Expand the national network through acquisitions and new partner firms.
- Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience.
- Maintain a culture of continuous improvement and service leadership.

## Why Work Here
- **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining.
- **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category).
- **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.”
- **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being.
- **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team).
- **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains.

## Sources
1. [strongpointpartners.com](https://www.strongpointpartners.com/)
2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint)
3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story)
4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453)
5. [linkedin.com/company/strongpointpartners](https://www.linkedin.com/company/strongpointpartners)

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