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.
At Strongpoint Partners, 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 Onboarding Document Specialist to join our 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.
What You’ll DoPrepare, 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
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
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
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.
Strongpoint Partners Chicago, Illinois, USA Office
Chicago, IL, United States
Strongpoint Partners Chicago, Illinois, USA Office
Chicago, Illnois, United States
Similar Jobs
.png)
What you need to know about the Chicago Tech Scene
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
