Let our expert teams
map your retirement plan.

We partner with business owners and their financial advisors to custom design plans, provide accurate administration, and  support fiduciary obligations of retirement plans.

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There’s a better way to plan your financial goals.

A well-designed retirement plan requires custom design, accurate administration detailed compliance review, and comprehensive fiduciary support for your specific business. However, in order to secure your financial future, you have to pull away from your most profitable work. It’s counter-productive.

There is a better way to create retirement plans without consuming your most valuable asset: your time.

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Leverage Our Expertise

We work with Financial Advisors, Recordkeepers, and
Business Leaders for the highest level of care and attention.

We work with your
financial advisor.

We scrutinize your retirement plan to achieve what you and your Financial Advisor have decided for your goals.

 

Minimize the Risks with
thorough Administration.

Thorough administration helps you avoid audits, fines, and penalties from mistakes. Small mistakes can lead to big issues.

 

Unbundled for
Layers of Accuracy

Together with your financial advisor and recordkeeper, we’ll provide check and balances to verify every detail in your retirement planning.

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Help your employees plan for an enjoyable retirement.

Your Organizations Retirement Plan is more than a benefit package to attract top talent. It is the employee’s reward for pouring their best work into the company.

We partner with your Financial Advisor so they are free to focus on financial planning and investments. As we work together, you can offer an optimal retirement plan you and your employees can rely on.

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Allow Us to Map Your Retirement Plan

Schedule a
Call Today!

Speak directly with our team to determine the best fit for your plans.

Share Your
Retirement Goals.

We work exclusively with your Financial Advisor to understand your goals.

Run Your Business,
Not Your Benefits.

Our teams are focused on one task: your retirement administration, design, and compliance.

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How Can We Support
Your Retirement Planning?

OPTION 1:

GUIDANCE

A cost-effective way to offer a Safe Harbor 401(k) Plan to your Organization. Our simple MAP process will empower your staff with guidance to run your plan. Safe Harbor Plan allow for simplified administration and compliance on your plan.

OPTION 2:

NAVIGATOR

Our core level of service provides multiple plan design options, comprehensive administration, and detailed compliance support. Your MAP team will help navigate your staff to retirement plan success.

OPTION 3:

AUTO PILOT

Our most popular service. MAP Auto Pilot provides all services under MAP Navigator, then we provide a significant amount of HR support, taking care of most of the day-to-day work for your staff, including loan and withdrawal approval, payroll submissions, etc.

OPTION 4:

CHAUFFEUR

Our most comprehensive service. MAP Chauffeur puts us in the driver’s seat for you. MAP will act as a 3(16) fiduciary on your Plan. All services under MAP Auto Pilot plus assuming the 3(16) Fiduciary role on your plan. Additional services include signing the plan document, and 5500.

Our Investment Partners Include

  • Securian Financial
  • Principal
  • One America
  • Nationwide
  • Lincoln Financial Group
  • John Hancock
  • Fidelity Investments
  • Empower Retirement
  • Ameritas
  • American Funds
  • Voya
  • TransAmerica
  • T. Rowe Price

We knew there was a better way to work with a TPA for your 401k.

After more than 25 years in the financial industry, we found shortfalls in the TPA, Recordkeeper, and Advisor relationship. We knew we could create a better experience for everyone involved!

We asked ourselves: what do people need from their TPA?

We know financial advisors have unique needs to manage their own business while guiding clients to achieve their goals. Which is why we customize our partnership with you to support your business and serve your client’s needs.

Our highly-vetted and trained Account Managers specialize in supporting your retirement business needs.

We specialize in support you and leveraging your time through unique partnerships. Ask us how we can make you more productive.

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