Plan Consultant - DB/CB
Job Summary
The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations.
Key Responsibilities
Maintain an assigned book of plans, including defined benefit and defined contribution plans.
Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures. Calculate plan contributions to optimize tax savings while passing required testing.
Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.
Prepare earned income calculation, as necessary, for an unincorporated employer.
Prepare asset reconciliations, including trust accounting, as necessary.
Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB.
Analyze plan documents and pro-actively recommend changes to accommodate client needs.
Assist plan sponsors with the plan termination process, including PBGC-covered plans.
Provide quality communication with the plan sponsor, advisors, and accountants.
Prepare preliminary design studies and projections for prospective clients.
Support actuaries and consultants to provide superior client service.
Prepare calculation of retirement distribution benefits.
Prepare PBGC premium filings and notices.
Qualifications
Minimum of 3+ years of experience in defined benefit and defined contribution administration.
- In-depth knowledge of IRS, DOL and ERISA regulations.
- Proficient skills with Microsoft products, specifically Excel and Word.
- Ability to work under pressure and prioritize work based on deadlines.
- Strong analytical and mathematical skills.
- Excellent written and verbal communication skills.
- Meticulous attention to detail and accuracy.
- Ability to work with minimal day-to-day supervision.
- Familiarity of PBGC requirements.
Desired but not Required
- ASPPA or IRS industry-specific designations or willingness to attain them.
- Working knowledge of PensionPro, Datair and FTWilliam.
About the Company
MAP Retirement is a leading provider of tech-enabled administration and compliance solutions for employer-sponsored retirement plans. Working exclusively with financial advisors, we specialize in plan design, administration, compliance, and fiduciary support—allowing advisors to focus on investment strategy and financial planning. This collaborative approach drives successful business and retirement outcomes, delivering peace of mind to employers and maximizing retirement readiness for employees.
Benefits
You'll enjoy working for us for a number of reasons! Below are just a few of our benefits:
We cover 80% for employees and 50% for dependents for Medical, Dental and Vision.
401(k) with SH contributions.
Generous Open PTO policy.
Life insurance.
Flexible spending.
HSA.
Fun employee appreciation and team building events.
Great company culture.
We are committed to employing a diverse workforce. Qualified applicants will be considered without regard to race, color, religion, sex, national origin, criminal record, age, sexual orientation, gender identity, gender expression, or disability.
Compensation
Salary considerations will be based on experience.
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The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations.
Key Responsibilities
Maintain an assigned book of plans, including defined benefit and defined contribution plans.
Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures. Calculate plan contributions to optimize tax savings while passing required testing.
Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.
Prepare earned income calculation, as necessary, for an unincorporated employer.
Prepare asset reconciliations, including trust accounting, as necessary.
Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB.
Analyze plan documents and pro-actively recommend changes to accommodate client needs.
Assist plan sponsors with the plan termination process, including PBGC-covered plans.
Provide quality communication with the plan sponsor, advisors, and accountants.
Prepare preliminary design studies and projections for prospective clients.
Support actuaries and consultants to provide superior client service.
Prepare calculation of retirement distribution benefits.
Prepare PBGC premium filings and notices.
Qualifications
Minimum of 3+ years of experience in defined benefit and defined contribution administration.
- In-depth knowledge of IRS, DOL and ERISA regulations.
- Proficient skills with Microsoft products, specifically Excel and Word.
- Ability to work under pressure and prioritize work based on deadlines.
- Strong analytical and mathematical skills.
- Excellent written and verbal communication skills.
- Meticulous attention to detail and accuracy.
- Ability to work with minimal day-to-day supervision.
- Familiarity of PBGC requirements.
Desired but not Required
- ASPPA or IRS industry-specific designations or willingness to attain them.
- Working knowledge of PensionPro, Datair and FTWilliam.
About the Company
MAP Retirement is a leading provider of tech-enabled administration and compliance solutions for employer-sponsored retirement plans. Working exclusively with financial advisors, we specialize in plan design, administration, compliance, and fiduciary support—allowing advisors to focus on investment strategy and financial planning. This collaborative approach drives successful business and retirement outcomes, delivering peace of mind to employers and maximizing retirement readiness for employees.
Benefits
You'll enjoy working for us for a number of reasons! Below are just a few of our benefits:
We cover 80% for employees and 50% for dependents for Medical, Dental and Vision.
401(k) with SH contributions.
Generous Open PTO policy.
Life insurance.
Flexible spending.
HSA.
Fun employee appreciation and team building events.
Great company culture.
We are committed to employing a diverse workforce. Qualified applicants will be considered without regard to race, color, religion, sex, national origin, criminal record, age, sexual orientation, gender identity, gender expression, or disability.
Compensation
Salary considerations will be based on experience.
Apply tot his job
Apply To this Job