Retirement Plan Documentation & Onboarding Specialist (BCS)
Hybrid
Core
Prepare, review, and coordinate retirement plan documents (adoption agreements, trust agreements) and manage new client onboarding workflows to ensure compliance and smooth implementation.
Role type
operational specialist (retirement plan administration)
Builds
retirement plan documentation and client onboarding processes
Domain
financial services / retirement plan administration
Deliverable
client delivery
Required skills
retirement plan administration, document preparation, regulatory compliance (IRS/ERISA), quality review, workflow management, stakeholder collaboration, data entry, process improvement
Preferred skills
401(k) plan familiarity, SAGE software proficiency, retirement plan administration software experience, additional language proficiency