Ubiquity Retirement + Savings

Onboarding Specialist

• Support the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform.
• Execute plan setup tasks, preparing plan documents, coordinating payroll integration, and managing an active pipeline of new plan cases from contract through go-live.
• Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators throughout the setup process, providing proactive communication, ongoing platform education, and compliance-aware guidance at every milestone.
• Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform.
• Draft plan documents for new clients based on their selected plan design elections.
• Establish trust accounts and confirm investment elections are properly configured.
• Coordinate payroll setup requirements directly with plan sponsors.
• Guide plan sponsors through the process of connecting their payroll system to Ubiquity’s platform.
• Monitor initial payroll submissions after go-live to confirm contributions are processing correctly.
• Document payroll setup configurations and any integration issues encountered for each case.
• Conduct plan setup kickoff calls to establish expectations and review the onboarding timeline.
• Deliver ongoing platform education throughout the onboarding lifecycle.
• Follow up in a timely and organized manner to obtain required documentation.

Client Onboarding Analyst