Plan Consultant - DB/CB

MAP RETIREMENT USA LLC; Washington; On-site; USD 68,000 - 98,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Open PTO policy

Life insurance

FSA & HSA

Ongoing training and development

Job summary

MAP Retirement USA LLC is seeking a Plan Consultant to administer and support employer-sponsored retirement plans, ensuring compliance with IRS, DOL and ERISA regulations. Training will build expertise in plan testing, contribution calculations, and government filings.

Responsibilities include maintaining an assigned book of plans, preparing valuations and testing, assisting sponsors with terminations, and supporting actuaries and consultants.

Qualifications

• Minimum of 3+ years in defined benefit and defined contribution administration.
• In-depth knowledge of IRS, DOL and ERISA regulations.
• Proficient with Excel and Word.

Responsibilities

• Maintain an assigned book of plans including DB and DC plans.
• Prepare valuations and compliance testing as applicable.
• Calculate plan contributions to optimize tax savings and pass tests.
• Prepare government filings (Forms 5500, 5330, Schedule SB).
• Analyze plan documents and recommend changes for clients.
• Assist sponsors with plan termination processes.
• Provide communications with sponsors, advisors and accountants.
• Prepare distribution benefit calculations and PBGC filings/notices.

Skills

Analytical skills

Mathematical skills

Excellent written and verbal comms

IRS, DOL, ERISA knowledge

Ability to work under pressure

Prioritization and deadlines

Minimal supervision

PBGC familiarity

Tools

PensionPro

Datair

FTWilliam

Microsoft Word

Job description

Job Description

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.

Why MAP?

MAP Retirement is one of the few truly national TPAs in the country. While most of our competitors are local or regional, we support more than 10,000 retirement plans and more than 6,500 businesses nationwide — and growing. For an experienced Plan Consultant, that means a broader exposure and real room to advance.

We are a people-first organization. We invest in your continued development because we know experienced professionals still have room to grow — and because we want to keep them. We are technology-forward, but we are people-fueled.

Benefits

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
• 401(k) with safe harbor contributions
• Generous open PTO policy
• Life insurance, FSA & HSA
• Ongoing industry training and professional development
• A team that genuinely likes working together

Salary considerations will be made based on experience. Salary Range: $68,000 - $98,000 annually

Ready to bring your expertise to a team that will put it to work?

MAP Retirement is an equal opportunity employer. We are committed to a diverse and inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, disability, or criminal record.