Retirement Document Specialist, (TFG)

Who we are

The company 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, the company 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.   The company 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:  [link for members] .

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 the company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary

The Finway Group (TFG), the company 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 the company 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 $65,000-$75,000 annually.

At the company, 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.