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3(16) Consultant

MAP Retirement

(Remote)

Are you a problem solver who enjoys working autonomously? A career at MAP Retirement could be your ideal fit. You'll have the opportunity to directly contribute to the financial security and success of meaningful retirements for thousands of individuals while helping build a growing company. Most positions at MAP Retirement are fully remote, providing a healthy work-life balance while enabling you to collaborate with and support your colleagues and clients. MAP Retirement not only invests in the tools and technology you need to succeed in your role but also supports your professional growth with training and certifications.

MAP Retirement is a national leader in retirement services, dedicated to helping clients manage and administer their retirement plans. We assist clients in defining what's possible and what’s next for their retirement planning.

Purpose of Position

The 3(16) Consultant position at MAP Retirement will supervise all aspects of the Fiduciary Services, PEP, and HR Support services provided by MAP. This successful individual will also work directly with other internal management, team members, Plan Sponsors and Financial Advisors to ensure that all fiduciary responsibilities are fulfilled. This role will oversee all functions related to Fiduciary Services, PEP, and HR Support for an assigned caseload of plans.

Essential Duties and Responsibilities

• Serve as the primary contact for Plan Sponsors and Financial Advisors regarding 3(16) responsibilities
• Collaborate with Retirement Plan Consultants to ensure 3(16) requirements are consistently met
• Create and manage the 3(16) annual letter, ensuring that all 3(16) services have been completed
• Act as an authorized signer for distributions and loans as required
• Actively manage projects and tasks using the PensionPro workflow system
• Monitor and track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are met
• Distribute materials and required notices to newly eligible participants
• Oversee payroll submission, payroll monitoring, and loan monitoring
• Upload year-end annual census data
• Represent MAP Retirement on 3(16) client calls and meetings
• Share relevant industry knowledge with 3(16) Administrators and other staff members
• Collaborate with Management to develop, outline and refine documented process across the organization

Competencies Required

• Prompt follow-up on open items with clients or internal team members.
• Demonstrates excellent attendance, punctuality, and time management.
• Conveys a professional and positive attitude while interacting with clients and internal team members.
• Strong verbal and written communication skills with the ability to build rapport remotely while working productively with limited in-person interaction.

Education and Qualifications

• High school diploma or GED required.
• Experience in the retirement industry required; 5 years of experience preferred.
• Associate’s degree in Business or Accounting preferred.
• Experience with workflow systems such as PensionPro, Pension Pal, or similar.
• Intermediate proficiency with MS Office, including Outlook, Word, PowerPoint, and Excel; ability to navigate web-based programs.

Remote Working Requirements

As a remote-first company, MAP Retirement has established expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction.
• Designate a quiet, well-lit workspace with a fast internet connection, free of distractions.
• Be online and available during designated business hours in your local time zone.
• Familiarity with using Microsoft Teams or other virtual meeting applications to collaborate with colleagues via video and chat.
• Experience with file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile.

Benefits

MAP Retirement has a dynamic, growth-focused culture, and we are committed to offering attractive, employee-centric benefits, including:

• 401(k) with up to 3% SH match
• Paid time off starting with 18 PTO days, plus 8 paid holidays and 3 paid floating holidays
• Up to 70% Employer contribution toward medical, with employee paid dental, and vision plan options
• Employer paid Life, Long and short-term disability insurance
• Annual bonus plan eligibility

How to Apply

Email your resume with salary requirements to: careers@map401k.com

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