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Plan Document Specialist

MAP Retirement USA LLC

in Remote

MAP is looking for an experienced Plan Document Specialist to join our team.  This individual will work directly with a Team of experienced Plan Document Specialists.  This is an opportunity to join a fast-growing TPA Firm and have a significant impact of the growth within the team.

Qualifications & Requirements:

• Minimum three years experience drafting Defined Contribution, Defined Benefit, Cash Balance, and/or MEP documents
• Experience with plan termination document preparation
• Experience drafting discretionary and corrective amendments
• Experience with merger and acquisitions
• Ability to work independently on assigned tasks.
• Strong commitment to proactively managing workload according to internal and IRS/DOL deadlines
• Keen attention to detail and customer service needs  
• Willing to work additional hours as needed on a seasonal/cyclical basis
• FTWilliam.com & PensionPro experience a plus
• VCP Correction & PBGC filing knowledge a plus

Responsibilities:

• Support the new business process by drafting or reviewing set up of new and/or takeover plan documents in accordance with MAP Retirement’s best practices and business model.
• Prepare Adoption Agreements and plan amendments while incorporating provisions to meet the needs of the client.
• Preparation of termination documents including PBGC notices when applicable.
• Ensure timely return and internal filing of executed plan documents which may require follow-up with clients via email.
• Collaborate with MAP colleagues by effectively communicating the process, timing, software capabilities, informational needs & plan design considerations of plan amendments.
• Review of IRS pre-approved plan documents as well as custom plan documents for protected benefit analysis in conjunction with merger and acquisitions projects.
• Other special projects as assigned.

How to Apply

Please email your resume with salary range to Careers@map401k.com

No recruiters, please.

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