MAP
The Plan Document Specialist ensures the accuracy, compliance, and timely completion of legal retirement plan documents while overseeing onboarding and managing document service workflows. This role acts as a key liaison for internal and external clients, requiring expertise in retirement plan administration under IRS, ERISA, and DOL guidelines. The position involves drafting and amending plan documents, supporting sales teams, and maintaining up-to-date technical knowledge through professional development.
Headquarters
Appleton, Wisconsin, United States
MAP Retirement brings together national scale, experienced people, and a partnership-first approach to help advisors and employers move forward with confidence.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for MAP.
30% above the average for this role
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