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Plan Document Specialist

MAP Retirement USA LLC

in Remote

Logo for MAP Retirement USA LLC

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 on the growth within the Plan Document team.

Qualifications & Requirements:

  • Minimum of three years experience in Defined Contribution, Defined Benefit, Cash Balance, MEP, qualified plan design & document drafting
  • Experience with Merger and Acquisitions
  • Experience with corrections under EPCRS a plus
  • Ability to work independently and self-sufficiently on assigned tasks
  • Strong commitment to proactively managing workload according to IRS/DOL deadlines
  • Keen attention to detail and customer service needs  
  • Must be willing to work seasonal/cyclical hours
  • Experience with PensionPro and FTWilliam software strongly preferred
  • Certifications through NIPA or ASPPA, including QKA or equivalent highly desired
  • Bachelor's Degree preferred


  • Support the new business process in drafting of initial plan document in accordance with MAP Retirement’s best practices and business model.
  • Draft Adoption Agreements and plan amendments while incorporating provisions to meet the needs of the client.
  • Ensure timely return and internal filing of executed plan documents which may require follow-up with clients via email.
  • Collaborate & communicate effectively with internal MAP colleagues by clearly communicating the process, timing & plan design consideration of a plan amendment.
  • 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

No recruiters, please.

A Verified Employer
MAP Retirement USA LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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