Retirement Plan Compliance Specialist I — Growth Path

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

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.