--- title: 'Retirement Plan Documentation & Onboarding Specialist (BCS) at Strongpoint Partners' canonical: 'https://feeny.ai/job/retirement-plan-documentation-onboarding-specialist-bcs-strongpoint-partners-405kr9c780vh' type: 'job' last_seen: '2026-10-14' --- # Retirement Plan Documentation & Onboarding Specialist (BCS) at Strongpoint Partners - **Company:** Strongpoint Partners - **Location:** United States - **Posted:** 2026-10-12 - **Last confirmed live:** 2026-10-14 - **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5450387008 ## 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. 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/). Retirement Plan Documentation & Onboarding Specialist ## About Strongpoint Partners Strongpoint Partners is a leading provider of retirement plan administration, recordkeeping, and consulting services. Through our network of specialized partner firms, we deliver personalized retirement solutions and exceptional service to clients nationwide. Position Summary BCS, a Strongpoint Partners company, is seeking a detail-oriented and organized Retirement Plan Documentation & Onboarding Specialist to join our team. In this role, you will support the preparation, review, and coordination of retirement plan documents while helping ensure a smooth and efficient onboarding experience for new clients. The ideal candidate has experience in retirement plan administration, strong attention to detail, and the ability to manage multiple priorities while collaborating with clients, advisors, and internal teams. This position offers an opportunity to contribute to process improvements and support the continued growth of our retirement services business. ## Key Responsibilities - Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and related materials. - Manage new client onboarding workflows from initial document preparation through execution and implementation. - Review documentation for accuracy, completeness, and compliance with applicable IRS, ERISA, and internal requirements. - Collaborate with clients, financial advisors, custodians, and internal teams to gather necessary information and ensure timely onboarding. - Conduct detailed quality reviews, identifying and resolving discrepancies or missing information before documents are finalized. - Coordinate new retirement plan setup, custodian alignment, and implementation activities. - Maintain accurate digital records, track documentation progress, and update client and plan information across internal systems. - Monitor onboarding timelines and communicate updates to relevant stakeholders. - Identify opportunities to streamline documentation processes, improve workflows, and increase operational efficiency. - Stay informed of regulatory and industry changes affecting retirement plan documentation and administration. - Work collaboratively across teams and Strongpoint partner organizations to deliver a consistent, high-quality client experience. - Perform other duties as assigned. ## Qualifications - Experience in retirement plan administration, plan documentation, or client onboarding preferred. - Familiarity with qualified retirement plans, including 401(k), profit-sharing, and other defined contribution plans. - General understanding of IRS and ERISA regulations related to retirement plan documentation. - Strong organizational skills with exceptional attention to detail and accuracy. - Ability to manage multiple projects, prioritize deadlines, and work effectively in a fast-paced environment. - Excellent written and verbal communication skills. - Proficiency in Microsoft Office and the ability to learn new software and internal systems. - Experience with retirement plan administration software and document management systems preferred. - Strong problem-solving skills and a collaborative, client-focused approach. - Experience with SAGE software and additional language proficiency are a plus. Why Join Strongpoint Partners? At Strongpoint Partners, you'll be part of a growing organization committed to delivering exceptional retirement plan services. We value collaboration, continuous improvement, and professional development, providing opportunities to expand your expertise while making a meaningful impact on our clients and teams. 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. 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