MAP Retirement

Consultant

• As a Plan Consultant II, you’re a senior compliance and technical resource — handling complex plan administration, supporting audits and regulatory matters, and serving as a go-to for the team.
• Monitor deadlines and compliance obligations for your assigned book of business
• Prepare and perform annual nondiscrimination and compliance testing: ADP/ACP, Top Heavy, 410(b), 401(a)(4), and others as required by plan design
• Prepare government filings including Form 5500 (EZ, SF, and large plan with applicable schedules)
• Participate in consultation calls related to compliance matters, audits, and corrections

Plan Consultant II

Account Manager

• You’re the primary contact for a book of retirement plan clients and their financial advisors.
• Own the relationship for your assigned clients and advisors — their first call is to you.
• Lead consultation calls with clients, auditors, and advisors on complex plan matters.
• Provide technical and compliance guidance with confidence and clarity.
• Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner.
• Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business.
• Prepare census requests, contribution summaries, and refund forms.
• Identify and communicate late deposits and minimum distribution obligations.
• Oversee annual projects — force-outs, annual notices, recordkeeper disclosures.
• Handle distributions, corrections, and complex plan transitions.
• Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions.
• Serve as a go-to resource, coach, and trainer for Relationship Manager I team members.
• Step in for the team lead when needed, keeping operations moving and decisions sound.
• Actively participate in cross-functional meetings and firm-wide initiatives.
• Maintain accurate, up-to-date client records in PensionPro.
• Update internal workflow systems to reflect client activity.
• Coordinate with Finance on billing and receivables.
• Support onboarding, conversions, and full-cycle plan terminations.

Relationship Manager II

Billing Specialist

• Billing Integration for Acquired TPAs — Lead the billing workstream for M&A integrations, including mapping legacy fee schedules, plan-level billing rules, revenue-share arrangements, and compliance service fees.
• Plan-Level Data Reconciliation — Review and reconcile historical billing, AR balances, deferred revenue, and open invoices for each acquired plan.
• System Migration & Setup — Partner with Integration, IT, and Accounting to migrate plan-level billing data into NetSuite, ensuring accuracy and completeness.
• Fee Schedule Standardization — Compare legacy fee structures (annual admin, per-participant, 5500 prep, cross-testing, distribution fees, etc.) to company standards and recommend alignment strategies.
• Due Diligence Support — Review billing practices, service agreements, revenue-share agreements, and plan-level contracts during pre-acquisition evaluation.
• Contract & Plan Document Review — Analyze service agreements, fee schedules, and plan documents to determine billing requirements and compliance-related charges.
• Cross-Functional Collaboration — Work closely with Accounting, AR, Client Services, Conversions, and M&A teams to ensure alignment on billing policies and integration timelines.
• Issue Identification & Resolution — Identify discrepancies in legacy data, missing plan information, or system limitations and propose solutions.
• Reporting & Leadership Updates — Prepare integration status reports, AR aging summaries, and billing impact analyses for leadership.
• Training & Knowledge Transfer — Train billing team members on new processes, system changes, and integration updates.
• Collections & Invoicing Support — Assist the existing billing team with collections outreach, AR follow-up, invoice creation, cleanup projects, and backlog reduction during peak periods or staffing gaps.

Plan Consultant II

Relationship Manager II

Billing Specialist – Mergers & Acquisitions, TPA Industry