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Quality Review Specialist

MAP Retirement

(Remote)

Are you passionate about retirement plan compliance? Do you enjoy working remotely while engaging with teammates to deliver exceptional client service? MAP Retirement is seeking a dedicated and meticulous Quality Review Specialist to join our dynamic team. 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

A Quality Review Specialist will help ensure that our clients receive accurate and timely compliance reporting. The ideal candidate will be able to demonstrate a top-tier knowledge of testing methods, plan compliance requirements, plan document interpretation, trust accounting and government forms preparation while possessing the ability to communicate corrections needed with a mentoring tone.

Essential Duties and Responsibilities

• Review and analyze team member work product including but not limited to compliance testing, regulatory filings, late deposit corrections, and QDROs
• Deliver on review projects to meet or exceed quality and timeliness expectations
• Advise when plan amendments may be needed for correction purposes
• Coordinate with client-facing team members to address issues of plan qualification, fiduciary responsibility, or other plan regulatory issues
• Assist team members with questions surrounding plan establishment, mergers, spin-offs and/or terminations
• Maintain up-to-date knowledge of legal developments to Internal Revenue Code (IRC), ERISA, and other relevant laws as they affect employee retirement plans
• Respond to queries from team members with respect to plan provisions and resolve/escalate any problems or issues
• Participate in leveraged teams that work effectively together
• Build relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• May assist with preparation of compliance corrections

Qualifications

• Minimum 10 years of TPA Industry experience, prior Quality Review experience a plus
• 7 years preparing and/or reviewing compliance work
• Ability to independently manage deadlines
• Excellent Leadership, time management and organizational skills and the ability to multitask in a fast-paced environment
• Exceptional oral and written communication skills
• Strong Microsoft products experience, specifically Excel skills
• Experience using recordkeeping/TPA software; FT William and PensionPro experience a plus
• Certifications through NIPA or ASPPA, including QKA or equivalent desired – must be willing to work toward Industry Designation/credentials

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
• Experience with file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

Compensation and Benefits

Our focus is creating superior client service while enabling our employees to create a life/work balance. We offer competitive salaries.

Our comprehensive benefits package includes medical, dental, vision, life, a very generous PTO policy, a 401(k) with a company match, and education reimbursement. Salary range $75,000 to $85,000.

How to Apply

Please send resume and cover letter to:  careers@map401k.com 

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