Plan Consultant I

MAP Retirement; United States; Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Generous open PTO policy

Life insurance

FSA & HSA

Ongoing industry training

Team-focused culture

Job summary

MAP Retirement seeks a Compliance & Technical Retirement Plan Administration entry to mid-level professional. You’ll ensure plans are administered accurately and in full compliance with IRS, DOL, and ERISA, working behind the scenes so clients and advisors can focus on their core work.

In this role you’ll support compliance testing, annual filings, and data review, collaborate with actuaries, and help resolve issues that affect plan administration.

Qualifications

• 0–3 years of experience in qualified retirement plan administration and compliance.
• Strong analytical and mathematical skills; comfortable working with numbers all day.
• Excellent written and verbal communication skills.
• Meticulous attention to detail with a low tolerance for errors.
• Knowledge of ERISA regulations is a plus; we’ll help you build on whatever foundation you have.

Responsibilities

• Monitor deadlines and compliance obligations for your assigned book of business.
• Prepare and perform annual nondiscrimination and compliance testing: ADP/ACP, Top Heavy, 410(b), 401(a)(4), and others as required by plan design.
• Prepare government filings including Form 5500 (EZ, SF, and large plan with applicable schedules).
• Provide technical and compliance support to internal teams and, as needed, to clients.
• Collaborate with actuaries and other departments to address technical issues impacting plan administration.

Skills

Analytical skills

Mathematical skills

Written and verbal communication

Attention to detail

Job description

Compliance & Technical Retirement Plan Administration Entry to Mid-Level

Is this you?

The compliance side of retirement plan administration is where precision meets purpose — and if that resonates with you, keep reading. You’re analytically minded, detail-driven, and genuinely satisfied when a complex problem resolves cleanly. You are a team player and take real pride in doing work that other people can rely on. You like knowing the rules, applying them correctly, and getting it right. You may be early in your career, or coming from a related field and ready to build serious expertise in retirement plan compliance. Either way, we’ll meet you where you are and invest in getting you where you want to go.

What you’ll do here

As a Plan Consultant I, you’ll be a key compliance and technical resource — the person who ensures that retirement plans are administered accurately and in full compliance with IRS, DOL, and ERISA regulations. Your work is behind the scenes in the best possible way: when you do it well, clients and advisors can focus on what they do best.

Compliance & testing

• Monitor deadlines and compliance obligations for your assigned book of business
• Prepare and perform annual nondiscrimination and compliance testing: ADP/ACP, Top Heavy, 410(b), 401(a)(4), and others as required by plan design
• Calculate employer contributions — match, pro-rata, integrated, and new comparability
• Prepare contribution summaries and projections
• Perform self-employed income calculations
• Identify and resolve late deposits and missed deferral obligations
• Calculate missed deferral corrections and support corrective filings
• Review and upload incoming census data for completeness and accuracy
• Reconcile recordkeeper statements
• Import recordkeeper transactions into compliance software

Annual reporting & government filings

• Prepare government filings including Form 5500 (EZ, SF, and large plan with applicable schedules), Form 5558 extensions, Form 5330, and Form 8955-SSA

Support

• Provide technical and compliance support to internal teams and, as needed, to clients
• Collaborate with actuaries and other departments to address technical issues impacting plan administration

Requirements

What you bring

• 0–3 years of experience in qualified retirement plan administration and compliance
• Strong analytical and mathematical skills — you’re comfortable working with numbers all day
• Excellent written and verbal communication skills
• Meticulous attention to detail and a low tolerance for errors
• Knowledge of ERISA regulations is a plus — we’ll help you build on whatever foundation you have

Why MAP?

At MAP, you’ll be part of a team working on a national scale — serving more than 10,000 plans across more than 6,500 businesses — which means exposure to a breadth and variety of plan designs you may not find at a local or regional TPA.

We’re serious about training and development. For a Plan Consultant I, that means a clear path forward — the tools, mentorship, and real-world experience to grow into a Plan Consultant II and beyond. We’re building careers here, and compliance expertise is one of the most valuable things we develop.

• 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 range is $50,000 - $75,000. Compensation is commensurate with experience.

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.