Retirement Plan Services Onboarding Lead

## Overview 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. ## Description **Compensation Transparency** **Salary Range:** $140,000 - $150,000 **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 Lead 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. The Onboarding Lead contributes to the team’s knowledge base on retirement plan administration, process development, and industry regulations. This role is inclusive of both retirement advisory services, as well as TPA services provided by Earned. In addition, the Onboarding Lead 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 Lead 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. - Determine individual and plan contribution limitations in accordance with applicable regulatory requirements. - 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 pr…