MAP Retirement

Transaction Coordinator

• Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests.
• Monitor personal and shared workflow dashboards daily to manage new and pending transaction requests.
• Process and review participant transactions including but not limited to: - Termination distributions - In-service and hardship withdrawals - Loans and loan defaults - Required Minimum Distributions (RMDs) - QDROs and alternate payee distributions - Refunds and force-outs - 1099 preparation - SDBA/Brokerage accounts and Cash Balance/Defined Benefit plans
• Perform peer reviews for all transaction types to ensure accuracy, compliance, and adherence to internal standards.
• May serve as back up to the team lead(s) during their absence, ensuring continuity of operations and decision-making.
• Interpret retirement plan documents to confirm eligibility, vesting, and compliance.
• Ensure all transaction requests are in good order and processed according to internal service standards.
• Maintain organized records and documentation consistent with firm practices.
• Collaborate with team members and management to improve workflows and service delivery.
• Attend internal staff meetings and participate in departmental initiatives.

Transaction Coordinator II

Implementation Specialist

• Oversee the onboarding of new plan sales engagements (both start-up plans and conversions) including review of the information supplied for accuracy and completeness
• Complete the setup of new start-ups and transfer/conversion plans from start to finish
• Set up and/or review the plan in PensionPro and oversee plan documents production and recordkeeper set ups to ensure targets with service delivery are met
• Communicate with advisors and plan sponsors as the single point of contact, ensure that the initial welcome package and calls/emails are performed timely with each newly engaged plan
• Maintain communication with record-keeper/advisor partners regarding status of new accounts
• Work with the recordkeeper to schedule the plan transfer, ensure for startups that the proper initial contribution start date is appropriate or guide the client to allow for more cushion to mitigate compliance issues
• Assist with plan design and general setup questions and act as a facilitator to support the client with necessary training or support provided by the chosen recordkeeper
• Enhance customer satisfaction by providing distinctive service in all interactions
• Continually look for opportunities and make recommendations to improve product, delivery, and overall experience
• Archive client information and correspondence in an organized manner consistent with firm practices

Client Implementation Specialist – New Business

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.

Transaction Coordinator II

Client Implementation Specialist – New Business

Plan Consultant II

Relationship Manager II

Billing Specialist – Mergers & Acquisitions, TPA Industry