Plan Consultant II

MAP RETIREMENT USA LLC

Washington

On-site

USD 50,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Medical, Dental & Vision coverage

401(k) with safe harbor contributions

Generous PTO policy

Life insurance

FSA & HSA

Industry training and professional dev

Job summary

MAP RETIREMENT USA LLC in the United States is seeking a Plan Consultant II to handle complex qualified retirement plan administration and compliance with minimal supervision. You will engage in audits, regulatory matters, and serve as a trusted resource for the team.

You will mentor junior staff, collaborate with actuaries and other departments, and contribute to a growing national firm that emphasizes technology-forward and client-focused service.

Qualifications

3+ years of experience in qualified retirement plan administration and compliance.
Strong knowledge of IRS, DOL, and ERISA regulations.
Proficiency with FTW compliance software.
Excellent written and verbal communication.
Meticulous attention to detail and accuracy.
Collaborative mindset and willingness to mentor others.

Responsibilities

Monitor deadlines and compliance obligations for the assigned book of business.
Prepare and perform annual nondiscrimination and compliance testing (ADP/ACP, Top Heavy, 410(b), 401(a)(4)).
Calculate employer contributions and prepare summaries and projections.
Support government filings (Form 5500 series, Form 5558, Form 5330, Form 8955-SSA).
Provide technical and compliance support to internal teams and clients.
Mentor Plan Consultant I teammates and participate in cross-functional initiatives.

Skills

Retirement plan compliance

IRS regulations

DOL regulations

ERISA regulations

FTW software

Data analysis

Communication

Attention to detail

Collaboration

Tools

FTW

Job description

Job Description

Description:Is this you?

The compliance side of retirement plan administration is where precision meets purpose — and at this point in your career, you know exactly what that means.

You’ve built real depth in retirement plan compliance. You can work through complex testing scenarios, navigate IRS and DOL requirements with confidence, and resolve the kinds of issues that get escalated to you — not from you. You hold yourself to a high standard and you raise the bar for the people around you.

You’re a team player who takes pride in the quality of your work and the growth of your colleagues. You’re ready for a role where your expertise is recognized, your judgment is trusted, and your contribution goes beyond your own desk.

Requirements:What you’ll do here

As a Plan Consultant II, you’re a senior compliance and technical resource — handling complex plan administration, supporting audits and regulatory matters, and serving as a go-to for the team. You operate with a high degree of autonomy and bring the experience to back it up.

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 and brokerage asset statements
Import recordkeeper transactions into compliance software
Review work by team members to ensure consistency and accuracy

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 IRS and DOL audits, correspondence, and communication needs

Support

Provide technical and compliance support to internal teams and directly to clients
Participate in consultation calls related to compliance matters, audits, and corrections
Research and resolve advanced plan design and regulatory questions escalated by Relationship Managers or internal stakeholders
Collaborate with actuaries and other departments to address technical issues impacting plan administration

Leadership

Serve as a key resource, coach, and trainer for Plan Consultant I team members
Step in for the team lead when needed, keeping operations moving and decisions sound
Actively participate in cross-functional meetings and firm-wide initiatives

What you bring

3+ years of experience in qualified retirement plan administration and compliance
In-depth knowledge of IRS, DOL, and ERISA regulations
High proficiency in compliance software such as FTW
Strong analytical and mathematical skills — the details are where you live
Excellent written and verbal communication skills
Meticulous attention to detail and a genuine investment in accuracy
A collaborative mindset and a real interest in helping others develop

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 complexity and variety of plan designs you’re unlikely to find at a local or regional TPA.

As a Plan Consultant II, you’re doing more than executing solid work — you’re helping evolve best practices, mentoring the next generation of consultants, and contributing to a growing national firm that appreciates your expertise. We’re technology-forward and people-fueled, and we invest in the professionals who help us stay that way.

Benefits