ย 

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. Letโ€™s make your benefit plan a success plan.

Already a Client? Login Here

Your retirement plan shouldnโ€™t take so much of your time.

A well-implemented retirement plan is a collaborative effort, but we believe it shouldnโ€™t 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.

Already a Client? Login Here

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

Weโ€™re an independent expert organization free of investment conflicts of interest. We believe this yields greater choice and value.

Already a Client? Login Here

Help your employees plan for a successful retirement.

Your companyโ€™s 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!

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.

Already a Client? Login Here

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 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?

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.

Already a Client? Login Here