Relationship Manager II

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🕒 June 2

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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

• You’re the primary contact for a book of retirement plan clients and their financial advisors. • Own the relationship for your assigned clients and advisors — their first call is to you. • Lead consultation calls with clients, auditors, and advisors on complex plan matters. • Provide technical and compliance guidance with confidence and clarity. • Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner. • Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business. • Prepare census requests, contribution summaries, and refund forms. • Identify and communicate late deposits and minimum distribution obligations. • Oversee annual projects — force-outs, annual notices, recordkeeper disclosures. • Handle distributions, corrections, and complex plan transitions. • Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions. • Serve as a go-to resource, coach, and trainer for Relationship Manager I team members. • Step in for the team lead when needed, keeping operations moving and decisions sound. • Actively participate in cross-functional meetings and firm-wide initiatives. • Maintain accurate, up-to-date client records in PensionPro. • Update internal workflow systems to reflect client activity. • Coordinate with Finance on billing and receivables. • Support onboarding, conversions, and full-cycle plan terminations.

🎯 Requirements

• 3+ years of experience in retirement plan administration or client services • Strong working knowledge of defined contribution plan compliance — ERISA, DOL, and IRS requirements • Proficiency in retirement plan platforms such as PensionPro, Datair, FTW, or ASC • Exceptional communication skills — with clients, advisors, auditors, and colleagues • The ability to manage a complex, fast-moving book of business without losing the details • A collaborative mindset and a genuine interest in helping others grow.

🏖️ 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