Compensation Transparency
Salary Range: $90,000 - $100,000
Bonus eligible
At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.
Job Summary
The Retirement Plan Services Onboarding Specialist is responsible for overseeing retirement plan conversions, takeovers, and ongoing administrative operations newly won plans. This role ensures successful plan transitions, compliance with regulatory requirements, operational excellence, and exceptional service delivery to Plan Sponsors, financial advisors, and internal stakeholders.
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.
- 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.
- 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
- 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.
About Earned
Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.
We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.
Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.
We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.
Join us as we build the future of financial services for doctors faster, smarter, and at scale.
