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Account Manager for Retirement Plans

MAP Retirement

in Appleton WI / Chicago IL / Grand Rapids MI / Detroit MI / IN / Telecommute

MAP Retirement

MAP Retirement is seeking an experienced Account Manager to provide ongoing administrative services to our growing client base. A successful candidate for this position will be a self-motivated individual who puts a high premium on customer service, teamwork, accuracy, and attention to detail.

Activities include:

  • Manage various types of plans, 401(k), 403(b), Cash Balance
  • Coordinate duties between record keeper, financial advisor and client
  • Analyze and reconcile plan assets
  • Allocate annual employer contributions (including cross-tested allocation)
  • Perform required compliance tests
  • Assist client in maintaining compliance and qualification
  • Review various participant transactions for quality
  • Consult on plan design changes for the needs of the client
  • Prepare signature-ready Form 5500 and other filings for IRS / DOL

Candidates should have previous experience with retirement plan industry and be able to manage a caseload and maintains a credential with an industry organization (ASPPA or NIPA).

Visit our web site.

How to Apply

Forward resume to: Chad Carroll at

Call Chad Carroll:  920-313-0410

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