This role is inclusive of both retirement advisory services, as well as TPA services provided by Earned. In addition, the Onboarding Specialist is responsible for supporting existing clients who are changing retirement recordkeepers by working with the existing and new recordkeepers to successfully transition the retirement plan. This role works closely with clients to support all facets of plan onboarding. The Retirement Plan Services Onboarding Specialist ensures accuracy, compliance with applicable regulations, and high-quality client service while managing multiple priorities in a fast-paced environment.

Key Responsibilities

• Reconcile plan assets and ensure accuracy between trust records and plan data.
• Maintain compliance with company policies, regulatory standards, and industry best practices.
• Apply sound judgment and initiative in resolving issues while maintaining professionalism and tact.
• Collaborate with team members to promote cooperation, productivity, and confidence within the organization.
• Foster strong relationships with the sales team and service teams to further develop cohesive interactions.
• Oversee the preparation and execution of start-up and takeover plan documents and conversion projects.
• Collaborate with various recordkeepers and service providers to ensure retirement plans are established accurately and efficiently.
• Analyze conversion data, payroll, and census files to ensure accuracy and consistency, while proactively communicating any issues to Plan Sponsors, as well as internal/external stakeholders for a successful transition.
• Proactively identify and communicate issues, risks, and discrepancies to Plan Sponsors and internal/external stakeholders to facilitate successful plan transitions.
• Manage project timelines and coordinate resources to ensure timely completion of implementation activities.
• Ensure accurate and timely updates within the client relationship management system to support reporting and workload management.
• Ensure compliance with applicable regulations, plan provisions, and company standards.
• Identify opportunities to improve efficiency, accuracy, and the overall client experience.
• Collaborate with cross-functional teams to develop scalable solutions that support organizational growth.

Key Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, Human Resources, or a related field, or equivalent work experience
• 5+ years of experience in retirement plan administration, recordkeeping, third-party administration (TPA), or related retirement services
• Strong working knowledge of qualified retirement plans, including 401(k), profit-sharing, Cash Balance/Defined Benefit, and related compliance requirements
• Experience with FT Williams software strongly preferred
• Experience managing retirement plan conversions, implementations, or takeover projects
• Excellent analytical, organizational, and project management skills
• Strong organizational and problem-solving skills with the ability to independently prioritize multiple tasks
• Strong written and verbal communication abilities
• Detail-oriented, flexible, and able to sustain productivity in a fast-paced, deadline-driven environment
• Advanced proficiency in Microsoft Office and data analysis tools

Preferred Requirements

• ASPPA or NIPA industry designations; QKA, QPA, CPC, ERPA or related designation
• Knowledge of retirement plan recordkeeping systems and plan administration software programs, preferably FT Williams

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.