Retirement Plan Installation and Document Manager

Fringe Benefit Group

Retirement Plan Installation and Document Manager implementing qualified retirement plans for Fringe Benefit Group. Creating plan documents, coordinating partners, and ensuring accurate compliant setup through first contribution.

Posted 8/9/2026full-timeAustin • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Qualified Retirement Plan administration, including plan document creation and compliance. Proficient in managing multiple installation projects while ensuring high-quality client service and adherence to regulatory standards.

Highest-signal resume keywords

Qualified Retirement Plan AdministrationPlan Document CreationRelius SoftwarePensionProClient Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Document CreationRetirement Plan DesignRegulatory ComplianceProject ManagementData Analysis

Soft Skills

Strong Communication SkillsOrganizational SkillsProblem-Solving MindsetAttention to DetailAbility to Work Independently

Tools & Technologies

Microsoft Office SuiteExcelWordOutlookTeamsFT William Software

Certifications & Qualifications

ASPPA DesignationNIPPA Designation

Industry Keywords

Retirement Plan AdministrationRegulatory ChangesRetirement Industry TrendsClient ServicesInstallation Processes

About the role

Key responsibilities & impact

Manage installation and conversion projects from document collection through first contribution
Serve as primary contact for clients, advisors, and recordkeeping partners during implementation
Consult with clients on retirement plan operation and administration solutions
Coordinate installation calls to review plan setup, document provisions, responsibilities, and deadlines
Establish new plans and create amendments using Relius and FT William systems
Review plan document comparison assessments and generate regulatory notices
Coordinate with distribution partners for notice fulfillment
Collaborate with compliance, sales, operations, and client services teams
Handle client amendment requests and document-related special projects
Communicate missing or incomplete installation paperwork data to Relationship Managers and Sales
Manage multiple concurrent installation and document projects
Assist leadership with improving and streamlining installation processes
Maintain client files and the Plan Document Library
Participate in continuous improvement of systems, procedures, and service quality
Develop retirement plan installation expertise and support special projects
Track and document installation processes using PensionPro
Confirm plan setup accuracy in internal systems and external platforms
Document responsibilities, processes, and procedures
Follow up on outstanding installation and amendment issues
Desire to manage a small team

Requirements

What you’ll need

Bachelor’s degree preferred
Minimum 3 years’ experience with Qualified Retirement Plan administration
Experience with Plan Document creation
Experience drafting retirement plan documents
Experience with high-touch client service and multiple recordkeeping platforms
Experience with Relius and FT William software strongly desired
Proficiency in Microsoft Office Suite, especially Excel, Word, Outlook, and Teams
Strong familiarity with PensionPro is a plus
Strong organizational skills and ability to manage multiple concurrent projects
In-depth knowledge of retirement plan design and administration
Knowledge of retirement plan pricing and fee schedules
Knowledge of regulatory changes and retirement industry trends
Strong verbal and written communication skills
Keen attention to detail and high degree of accuracy
Problem-solving mindset with sound judgment and discretion under pressure
Ability to work effectively independently and across the organization
ASPPA or NIPPA designation highly desired

Benefits

Comp & perks

Optional work from home
Occasional travel for company meetings or industry events
Standard office work hours, 8:00–5:00 PM, Monday–Friday
Equal employment opportunities and nondiscrimination protections