Document Specialist

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MAP Retirement

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1997

💸 Finance

🤝 B2B

📋 Compliance

Finance • B2B • Compliance

MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.

📋 Description

• Draft and amend plan documents, including adoption agreements, plan amendments, loan policies, SPDs, and SMMs, for new and existing qualified retirement plans (401(k), 401(a), 403(b), 457(b), PEPs and MEPs). • Prepares plan review outlines and suggests plan design and/or administrative changes for clients to simplify administration and reduce design complexity. • Oversee plan installations and conversions, including intake review, data validation, and document preparation. • Ensure documents comply with current IRS, ERISA, and DOL regulations and internal service standards. • Complete assigned projects and document requests within specified service timeframes for Start-Up and Takeover Plans as well as Amendments/Restatements. • Serve as a subject matter resource for plan design and compliance; escalate complex issues to leadership as appropriate. • Support sales team and consultants during pre- and post-sale activities with plan-related documentation. • Perform peer reviews of documents and assist with training and coverage for team members as appropriate with experience, as needed. • Track and update project status within workflow systems (e.g., PensionPro, FT Williams, Pipeline). • Evaluate and recommend process enhancements to improve service delivery and operational efficiency. • Archive client correspondence and documentation in alignment with firm practices. • Participate in team meetings, training sessions, compliance projects, and firm-wide initiatives. • Maintain up-to-date technical knowledge through webinars, certifications, and other professional development. • Serve as a primary contact for internal clients; respond to inquiries via Teams, email, or phone. • Collaborate with Account Managers, New Business Team, and leadership to ensure a smooth and compliant onboarding experience.

🎯 Requirements

• Strong working knowledge of IRS/DOL rules and regulations applicable to retirement plans. • Experience drafting pre-approved and custom plan documents using web-based vendor platforms. • Ability to handle legislative restatements and document updates subject to IRS deadlines. • Experience with Pooled Employer Plans (PEPs) a plus. • Experience with Self Correction Program (SCP) and Voluntary Correction Program (VCP) under EPCRS a plus.

🏖️ Benefits

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents • 401(k) with safe harbor contributions • Generous open PTO policy • Life insurance, FSA & HSA • Ongoing industry training and professional development