Transaction Coordinator II

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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

• 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 but not limited to: - Termination distributions - In-service and hardship withdrawals - Loans and loan defaults - Required Minimum Distributions (RMDs) - QDROs and alternate payee distributions - Refunds and force-outs - 1099 preparation - SDBA/Brokerage accounts and Cash Balance/Defined Benefit plans • Perform peer reviews for all transaction types to ensure accuracy, compliance, and adherence to internal standards. • May serve as back up to the team lead(s) during their absence, ensuring continuity of operations and decision-making. • Interpret retirement plan documents to confirm eligibility, vesting, and compliance. • Ensure all transaction requests are in good order and processed according to internal service standards. • Maintain organized records and documentation consistent with firm practices. • Collaborate with team members and management to improve workflows and service delivery. • Attend internal staff meetings and participate in departmental initiatives.

🎯 Requirements

• Strong understanding of retirement plan distribution, withdrawal, and loan processes • Familiarity with ERISA, IRS, and DOL rules • Excellent communication and customer service skills (verbal and written) • High attention to detail and ability to meet deadlines in a high-volume environment • Proficiency in Microsoft Office (Outlook, Excel, Word, Teams) • 2+ years of experience in a retirement plan administration or similar financial services role (preferred) • Experience with recordkeeping platforms and tools (e.g., PensionPro, FT William) (preferred) • Familiarity with various recordkeeper systems and online processing platforms (preferred) • Knowledge of SDBA/brokerage account distributions and Cash Balance/Defined Benefit plan distribution rules (preferred)

🏖️ 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