Plan Consultant I

MAP RETIREMENT USA LLC; Washington (District of Columbia); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with match

Open PTO policy

Life insurance

FSA & HSA

Training & development

Great team culture

Job summary

MAP Retirement USA LLC is seeking a Plan Consultant I to support compliance, testing, and data management for retirement plans. You will work with IRS, DOL, and ERISA standards to ensure accurate administration and timely filings, collaborating with actuaries and internal teams.

The role emphasizes analytical work, attention to detail, and effective communication as part of a broader career development path within MAP Retirement.

Qualifications

• 1–3 years of experience in qualified retirement plan administration and compliance.
• Experience using ft William.
• Experience with compliance and government forms.
• Experience using PensionPro.
• Experience working with various recordkeepers preferred.
• Strong analytical and mathematical skills; comfortable with numbers.

Responsibilities

• Support compliance and testing tasks including annual nondiscrimination and plan testing.
• Review census data, reconcile contributions, and manage data uploads.
• Prepare government filings such as Form 5500 and related schedules.
• Provide technical and compliance support to internal teams and clients.

Skills

Analytical skills

Communication skills

Attention to detail

Tools

ft William

PensionPro

Recordkeepers

Job description

Plan Consultant ICompliance & 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

Data management & reconciliation

• Review and upload incoming census data for completeness and accuracy
• Reconcile participant contribution discrepancies
• 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 bring1–3 years of experience in qualified retirement plan administration and compliance
• Experience using ft william
• compliance and government forms
• REQUIREDExperience using PensionPro
• REQUIREDExperience working with various recordkeepers preferred
• 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.

Benefits

BenefitsMedical, Dental & Vision — we cover 80% for employees, 50% for dependents401(k) with safe harbor contributionsGenerous open PTO policyLife insurance, FSA & HSAOngoing industry training and professional developmentA team that genuinely likes working together

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

Ready to put your skills 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.