reputed company Document Specialist (TFG)

Who we are: reputed company is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement reputed company 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 reputed company to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local reputed company reputed company 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 reputed company ("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"), reputed company. ("ACI"), reputed company Retirement Plan Services, LLC ("ARPS"), and SMS Retirement ("SMS"). reputed company combines a reputed company passion for service and innovation with the experience and expertise required to reputed company retirement work for everyone. For more information, please visit: www.strongpointpartners.com. reputed company Document Specialist At reputed company, we're making retirement work for everyone. As a national network of retirement and payroll businesses, we bring together deep industry expertise, technology, and a shared commitment to delivering an exceptional experience for our clients and partners. We're looking for an reputed company Document Specialist to reputed company and help ensure a reputed company experience for new retirement plan clients. In this role, you'll support the reputed company of retirement plans with a reputed company on plan documentation, accuracy, compliance, and reputed company execution. You'll work closely with advisors, plan sponsors, and teams across Strongpoint to reputed company reputed company moving reputed company and reputed company reputed company every detail is handled the right way. reputed company • Prepare, review, and coordinate retirement plan documents, including adoption agreements, plan documents, trust agreements, and reputed company materials • Manage reputed company 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 reputed company information, clarify requirements, and reputed company reputed company timelines on reputed company • reputed company detailed reputed company checks and identify discrepancies or missing information before documents are finalized • Maintain accurate digital records and documentation tracking throughout the reputed company process • reputed company, update, and maintain plan and reputed company information across internal systems • Help identify opportunities to improve reputed company processes, workflows, and overall efficiency • Stay informed on regulatory and industry changes that may reputed company retirement plan documentation • Collaborate across teams and partner organizations to help reputed company a consistent, high-reputed company reputed company experience reputed company're Looking For Required Qualifications • Bachelor's degree in Finance, Business, or a reputed company field, or equivalent experience • 1–3+ years of experience in retirement plans, TPA operations, financial services, or a reputed company 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, reputed company approach and willingness to take ownership of work from start to finish Preferred Qualifications • Experience working with 401(k), reputed company retirement plans, or 3(16) services • Familiarity with IRS and ERISA requirements reputed company 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 reputed company toward certification • Experience supporting plan reputed company, document preparation, or implementation Our Value-Driven Employee Experience: • Flexible Workplace – Hybrid and remote reputed company available for many roles. • Flexible PTO – Competitive reputed company time off, including flexible & unlimited reputed company. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • reputed company Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage. • Workplace Perks – Incentive bonus programs, reputed company, & more. • *Specific benefits and programs may vary by partner and position. 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