Retirement Plan Onboarding Specialist
Job Description
- 3-5 Yrs of Onboarding experience
- Designation preferred, not required
- Previous remote experience
- Manage the full onboarding process for both takeover and start-up retirement plans from initial case review through final implementation
- Coordinate plan conversions and new plan installations while ensuring accurate and timely completion of all onboarding tasks
- Gather, review, scrub, and upload census, payroll, and plan data for successful implementation
- Analyze prior recordkeeper and TPA information to ensure accurate plan setup and transition
- Consult with plan sponsors, advisors, and internal teams to establish onboarding expectations, timelines, and deliverables
- Develop and manage implementation timelines to keep all parties informed and projects on track
- Conduct kickoff and status meetings with plan sponsors and service providers throughout the onboarding process
- Review plan provisions and setup details to ensure compliance and operational accuracy
- Coordinate with recordkeepers, payroll providers, investment platforms, and internal departments during implementation
- Identify and resolve data discrepancies, operational issues, and conversion challenges proactively
- Ensure all required documentation, plan setup forms, and onboarding materials are completed
Meet Your Recruiter
Retirement Svcs Recruiter - Section Manager
Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business.
Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience.
Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation.
Follow Steve on social media to access the latest industry information.