Plan Consultant – DB/CB

MAP Retirement

. Independently manage and maintain an assigned book of plans, including defined benefit, cash balance, and/or defined contribution plans, as applicable .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $68,000 - $98,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in defined benefit and cash balance plan administration, including compliance with IRS, DOL, and ERISA regulations. Proficient in performing complex testing and calculations to optimize tax savings and ensure regulatory compliance.

Highest-signal resume keywords

Defined Benefit AdministrationCash Balance Plan AdministrationNondiscrimination TestingIRS ComplianceDOL Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation PreparationCompliance TestingPlan Contribution CalculationAsset ReconciliationSelf-Employment Income CalculationGovernment Filing PreparationEmployee Census Data AnalysisRetirement Distribution CalculationMathematical SkillsAnalytical Skills

Soft Skills

Attention to DetailCommunication SkillsAbility to Work Under PressurePrioritization SkillsMinimal Supervision

Tools & Technologies

Microsoft ExcelMicrosoft WordPensionProCalcAirFTWilliam

Certifications & Qualifications

ASPPA DesignationIRS Designation

Industry Keywords

ERISA GuidelinesPBGC RequirementsForms 5500Forms 5330Schedule SBPBGC Comprehensive Premium

About the role

Key responsibilities & impact

Independently manage and maintain an assigned book of plans, including defined benefit, cash balance, and/or defined contribution plans, as applicable
Prepare and/or review valuations and compliance testing pursuant to ERISA guidelines and IRS procedures
Calculate plan contributions to optimize tax savings while passing required testing
Perform required testing, including 401(a)(4) General Testing, 410(b) Coverage, 401(a)(26) Minimum Participation, and 414(s) Compensation Ratio Testing
Prepare asset reconciliations, including trust accounting, as necessary
Prepare self-employment income calculations, as necessary
Prepare and/or review government filings pursuant to IRS, DOL, and PBGC guidelines, including Forms 5500, 5330, Schedule SB, and PBGC Comprehensive Premium filings
Analyze plan documents and proactively recommend changes to accommodate client needs
Review and analyze employee census data to determine whether additional information is needed
Assist plan sponsors with the plan termination process, including PBGC-covered plans
Communicate with plan sponsors, advisors, and accountants
Prepare preliminary design studies and projections for prospective clients
Support actuaries and consultants to provide superior client service
Calculate retirement distribution benefits in all optional forms

Requirements

What you’ll need

Minimum of 3+ years of experience in defined benefit and cash balance administration
Intermediate experience performing DC nondiscrimination testing to satisfy combined plan testing requirements
Ability to work under pressure and prioritize work based on deadlines
Proficient skills with Microsoft products, specifically Excel and Word
In-depth knowledge of IRS, DOL and ERISA regulations
Ability to work with minimal day-to-day supervision
Excellent written and verbal communication skills
Meticulous attention to detail and accuracy
Strong analytical and mathematical skills
Familiarity with PBGC requirements
ASPPA or IRS industry-specific designations are desired but not required, or willingness to attain them
Working knowledge of PensionPro, CalcAir (formerly known as Datair), and FTWilliam

Benefits

Comp & perks

Medical, Dental & Vision — we cover 80% for employees, 50% for dependents
401(k) with safe harbor contributions
Generous open PTO policy
Life insurance, FSA & HSA
Ongoing industry training and professional development
A team that genuinely likes working together