MAP Retirement

Sales

• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person
• Generate leads through various channels, including networking, cold calling, and digital marketing
• Develop and deliver compelling sales presentations that highlight the features and benefits of our MAP administration services
• Prepare customized proposals outlining the scope of TPA services, pricing structures and terms
• Cultivate strong, long-term relationships with advisors and recordkeeping partners with MAP Retirement
• Maintain accurate and up-to-date records of sales activities and client interactions in the MAP CRM system
• Analyze sales data to identify trends, opportunities, and areas of improvement

Regional Vice President of Sales

Payroll

• Administer full-cycle payroll processing for hourly and salaried employees
• Manage retirement plan transactions such as loans, hardships, in-service withdrawals
• Ensure compliance with federal, state, and local wage and hour laws

Payroll/Benefits Specialist

Consultant

• The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans.
• Monitor deadlines and compliance obligations for assigned book of business.
• Prepare and perform all annual nondiscrimination and compliance testing.
• Calculate employer contributions and prepare contribution summaries.
• Review and upload incoming census data for completeness and accuracy.
• Prepare government filings including Form 5500 and support IRS and DOL audits.

Plan Consultant I/II

Account Manager

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Regional Vice President of Sales

Payroll/Benefits Specialist

Plan Consultant I/II

Relationship Manager I/II