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Let our expert team
MAP your retirement success plan.
A retirement plan reflects your goals, but you need a clear road map to optimize your way. The MAP team partners with business owners like you and your financial advisors to make your plan work better with less effort, less risk, and more time to do what you do best every day. Letโs make your benefit plan a success plan.
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Your retirement plan shouldnโt take so much of your time.
A well-implemented retirement plan is a collaborative effort, but we believe it shouldnโt distract you from your core purpose every day.
We have great people, technology, and processes to expertly provide plan administration, compliance review, and fiduciary support. In other words, we have your back.
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Leverage Our Expertise
Count on our bias-free, expert quality of service.
We work with your
financial advisor.
We collaborate to help assure your plan is aligned to your needs and stays on track to help you reach your goals.
Minimize Risks with
Comprehensive Administration
Our proactive, thorough administration process identify issues that can help you avoid audits, fines, and penalties.
Unbundled to Create
More Value for You
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Help your employees plan for a successful retirement.
Your companyโs retirement plan is an essential benefit to attract and keep top talent.
We partner with your Financial Advisor to deliver a superior plan experience. Together, our goal is to be a resource and guide to help you and your employees create a savings path to fund a successful retirement โ however they define it!
Allow Us to Map Your Retirement Plan
Schedule a
Call Today!
Share Your
Retirement Goals.
Run Your Business,
Not Your Benefits.
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How Can We Support
Your Retirement Planning?
Our Investment Partners Include
We knew there was a better way to TPA, work with MAP your Plan Consultant to manage your 401k.
After more than 25 years in the financial industry, we found shortfalls in the Plan Consultant, Recordkeeper, and Advisor relationship. We knew we could create a better experience for everyone involved!
We asked ourselves: what do people need from their Plan Consultant?
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