Transaction Coordinator II

Apply Description The Transaction Coordinator II is responsible for managing the end-to-end processing of participant transaction requests related to distributions, loans, and required government reporting including complex transaction types (brokerage, defined benefit, etc.) as well as performing peer-level quality reviews. This role supports clients by ensuring accurate, timely service while maintaining compliance with ERISA, IRS, and DOL rules. The successful candidate will thrive in a fast-paced environment, possess strong communication skills, and have the ability to work independently and collaboratively. Key Responsibilities · 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. Requirements · Strong understanding of retirement plan distribution, withdrawal, and loan processes · Familiarity with ERISA, IRS, and DOL rules · Excellent communication and customer service skills (verbal and written) · High attention to detail and ability to meet deadlines in a high-volume environment · Proficiency in Microsoft Office (Outlook, Excel, Word, Teams) Preferred: · 2+ years of experience in a retirement plan administration or similar financial services role · Experience with recordkeeping platforms and tools (e.g., PensionPro, FT William) · Familiarity with various recordkeeper systems and online processing platforms · Knowledge of SDBA/brokerage account distributions and Cash Balance/Defined Benefit plan distribution rules Key Attributes for Success: · Proactive communicator who sets and manages expectations with clients and advisors · Positive, team-oriented mindset with a “can-do” attitude · Ability to multi-task and adapt to routine and non-routine activities · Strong organizational and problem-solving skills · Desire and willingness to grow technical knowledge in retirement plan operations Why MAP? At MAP, you’ll be part of a team working on a national scale — serving more than 10,000 plans across more than 6,500 businesses — which means exposure to a complexity and variety of plan designs you’re unlikely to find at a local or regional TPA. You’re helping evolve best practices, mentoring the next generation of Transaction Coordinators, and contributing to a growing national firm that appreciates your expertise. We’re technology-forward and people-fueled, and we invest in the professionals who help us stay that way. Benefits • 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 Ready to bring your expertise to a team that will put it to work? Apply with your resume and salary expectations — we’d love to hear from you. MAP Retirement is an equal opportunity employer. We are committed to a diverse and inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, disability, or criminal record. Salary Description $50,000- 65,000 annually