Document Specialist

Job not on LinkedIn

🕒 June 25

🇺🇸 United States – Remote

💵 $70k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 45%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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MAP Retirement

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1997

💼 Consulting

💸 Finance

📋 Compliance

Consulting • Finance • 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 qualified retirement plans • Prepare plan review outlines and suggest plan design or administrative changes for clients • Oversee plan installations and conversions, including intake review, data validation, and document preparation • Ensure documents comply with IRS, ERISA, and DOL regulations and internal service standards • Complete projects and document requests within specified service timeframes • Serve as a subject matter resource for plan design and compliance; escalate complex issues as appropriate • Support sales teams and consultants during pre- and post-sale activities with plan-related documentation • Perform peer reviews and assist with training and team coverage • Track and update project status in workflow systems • Evaluate and recommend process enhancements • Archive client correspondence and documentation • Participate in meetings, training, compliance projects, and firm-wide initiatives • Maintain up-to-date technical knowledge through webinars, certifications, and professional development • Serve as a primary contact for internal clients via Teams, email, or phone • Collaborate with Account Managers, New Business Team, and leadership during onboarding • Ensure client satisfaction through proactive communication and quality service delivery • Escalate client concerns to Team Lead, Director, or Partner as needed

🎯 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 • Excellent verbal, written, and interpersonal communication • Strong customer service orientation with the ability to manage multiple priorities • Proven ability to meet deadlines in a fast-paced environment • Meticulous attention to detail with strong organizational and time-management skills • Analytical and problem-solving abilities • Proficiency in Microsoft Office and internal systems (e.g., PensionPro, FT Williams)

🏖️ 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 • A team that genuinely likes working together