Senior Retirement Plan Transactions Coordinator

Map Retirement; United States; On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k) with safe harbor contributions

Industry training and professional dev

Team-oriented workplace

Job summary

MAP Retirement seeks a Transaction Coordinator II to manage end-to-end processing of participant transaction requests across distributions, loans, QDROs, and government reporting. You will ensure accuracy, compliance with ERISA/IRS/DOL rules, and timely service while supporting clients and internal teams.

In a fast-paced environment, you’ll monitor workflow dashboards, review transactions, and collaborate with advisors, recordkeepers, and management.

Qualifications

• Strong understanding of retirement plan distributions, withdrawal, and loan processes.
• Familiarity with ERISA, IRS, and DOL rules.
• Excellent communication and customer service skills.
• High attention to detail and ability to meet deadlines in a high-volume environment.
• Proficiency in Microsoft Office (Outlook, Excel, Word, Teams).

Responsibilities

• Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests.
• Monitor personal and shared workflow dashboards daily to manage new and pending transaction requests.
• Process and review participant transactions including distributions, loans, RMDs, and other plan distributions.
• Perform peer reviews for all transaction types to ensure accuracy and compliance.
• May serve as back up to the team leads during their absence to ensure continuity.
• Interpret retirement plan documents to confirm eligibility and vesting.
• Ensure all transaction requests are in good order and processed per standards.
• Maintain organized records and documentation.
• Collaborate with team members and management to improve workflows and service delivery.
• Attend internal staff meetings and participate in departmental initiatives.

Skills

Retirement plan distributions

ERISA/IRS/DOL familiarity

Communication & customer service

Attention to detail

Microsoft Office proficiency

Tools

PensionPro

FT William

Job description

MAP Retirement seeks a Transaction Coordinator II to manage end-to-end processing of participant transaction requests across distributions, loans, QDROs, and government reporting. You will ensure accuracy, compliance with ERISA/IRS/DOL rules, and timely service while supporting clients and internal teams.

In a fast-paced environment, you’ll monitor workflow dashboards, review transactions, and collaborate with advisors, recordkeepers, and management.