The Billing Specialist – M&A supports the financial integration of newly acquired TPAs into the organization’s billing ecosystem. This role focuses on evaluating legacy billing practices, aligning fee structures, migrating plan-level data, and ensuring accurate, compliant billing for retirement plans. The specialist serves as the billing subject-matter expert during acquisitions and plays a critical role in maintaining revenue integrity across a growing book of plans.

Key Responsibilities

• 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.

Role Impact

This role ensures that newly acquired TPAs transition smoothly into the organization’s billing structure. The Billing Specialist protects revenue integrity, reduces operational risk, and accelerates the integration timeline. They serve as the primary billing expert during acquisitions and are essential to maintaining accurate, compliant billing across a growing portfolio of retirement plans.

Required Skills & Qualifications

• Advanced TPA billing expertise, including plan-level billing, compliance service fees, and revenue-share structures
• Strong understanding of GAAP, AR processes, and revenue recognition
• Experience with M&A integration, especially in the retirement plan or financial services industry
• High proficiency in NetSuite or similar ERP systems
• Strong analytical and problem-solving skills
• Ability to manage competing priorities in a fast-paced, evolving environment
• Excellent communication skills, especially when explaining billing concepts to non-billing teams
• Exceptional attention to detail and accuracy

Preferred Qualifications

• Experience in a TPA, recordkeeper, or retirement-plan administration environment
• Familiarity with annual compliance billing, plan terminations, distribution fees, and governmental form fees
• Prior involvement in post-acquisition integration or system migrations
• Ability to create SOPs, workflows, and integration documentation

Why MAP?

MAP Retirement is one of the few truly national TPAs in the country. While most of our competitors are local or regional, we support more than 10,000 retirement plans and more than 6,500 businesses nationwide — and growing. For an experienced billing specialist, that means a broader exposure and real room to advance.

We are a people-first organization. We invest in your continued development because we know experienced professionals still have room to grow — and because we want to keep them. We are technology-forward, but we are people-fueled.

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? Click Apply and send 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 considerations will be made based on experience. Salary Range: $70,000 - $90,000 annually.