Plan Consultant – DB/CB

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $68k - $98k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 1%

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

• Independently manage and maintain an assigned book of plans, including defined benefit, cash balance, and/or defined contribution plans, as applicable • Prepare and/or review valuations and compliance testing pursuant to ERISA guidelines and IRS procedures • Calculate plan contributions to optimize tax savings while passing required testing • Perform required testing, including 401(a)(4) General Testing, 410(b) Coverage, 401(a)(26) Minimum Participation, and 414(s) Compensation Ratio Testing • Prepare asset reconciliations, including trust accounting, as necessary • Prepare self-employment income calculations, as necessary • Prepare and/or review government filings pursuant to IRS, DOL, and PBGC guidelines, including Forms 5500, 5330, Schedule SB, and PBGC Comprehensive Premium filings • Analyze plan documents and proactively recommend changes to accommodate client needs • Review and analyze employee census data to determine whether additional information is needed • Assist plan sponsors with the plan termination process, including PBGC-covered plans • Communicate with plan sponsors, advisors, and accountants • Prepare preliminary design studies and projections for prospective clients • Support actuaries and consultants to provide superior client service • Calculate retirement distribution benefits in all optional forms

🎯 Requirements

• Minimum of 3+ years of experience in defined benefit and cash balance administration • Intermediate experience performing DC nondiscrimination testing to satisfy combined plan testing requirements • Ability to work under pressure and prioritize work based on deadlines • Proficient skills with Microsoft products, specifically Excel and Word • In-depth knowledge of IRS, DOL and ERISA regulations • Ability to work with minimal day-to-day supervision • Excellent written and verbal communication skills • Meticulous attention to detail and accuracy • Strong analytical and mathematical skills • Familiarity with PBGC requirements • ASPPA or IRS industry-specific designations are desired but not required, or willingness to attain them • Working knowledge of PensionPro, CalcAir (formerly known as Datair), and FTWilliam

🏖️ 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