We’re here to make
retirement planning easy.
For Business Owners and Financial Advisors who
like to leverage their time by partnering with the experts.
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The TPA, Recordkeeper, Financial Advisors relationship needed a change.
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.
So, we created our own TPA firm. Since our first partnership we’ve supported thousands of Client-Financial Advisor relationships our own way.
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Meet Your TPA Team
We’re the experts in retirement plan design, administration, HR assistance and fiduciary support
– so you don’t have to be.
MAP Partners
Chad Carroll
Managing Partner
Bob Carroll
Managing Partner
Matt Reimer
Managing Partner
Angela Thrift
Executive Partner
Bob Chin
Partner
MAP Leadership
Sue Fowle
Chief Financial Officer
Denise Falbo
Vice President Sales &
CLA Liaison
Kimberly Reid
Vice President Human Resources
Kim Laughrin
Director of Account Management
Jaime Anday
Director of Account Management
Brenda Hedtke
Director of New Business
Sharon Dong
Executive Vice President
MAP Sales Team
Frank Coffey
Matt Stone
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ABOUT MAP RETIREMENT
MAP Retirement builds retirement plan service offerings that give business owners peace of mind, and help their employees make the most of their retirement opportunity. Our goal is to help businesses meet their goals by providing the correct direction at each turn. For that reason, MAP Retirement works exclusively with your financial advisor so MAP can focus on your plan design and compliance administration, while your financial advisor focuses on financial planning and specific investments to meet your needs. This symbiotic relationship positively impacts the bottom line for business owners and helps you achieve both successful retirement and business outcomes.
MAP Retirement is an employee owned and operated organization. The MAP Retirement Group of Companies include: MAP Retirement, Inc. MAP Retirement USA, LLC, Map Retirement of Illiana, Abacus Benefit Consultants, and Gorrelick, Tievy and Abacus. Unlike many of the retirement consulting firms / retirement third-party administrative (TPAs) firms, MAP Retirement and its affiliates have no outside investors from the private equity or venture capital companies that have bought into the TPA industry heavily in the past decade. The partners at MAP believe our structure and employee partnership provides MAP with the opportunity to build and invest into our firm for the benefit of our financial advisor partners and our clients. We do not have the outside influence or demand to meet a financial return target or growth expectation from private equity / venture capital companies typically looking for a shorter-term return from their investment. The MAP Partners have a long-term outlook and commitment to our financial advisor partners and clients to grow, reinvest and prioritize their needs and service experience. The MAP retirement Partners have no plans to sell our firm or involve outside investment from private equity or venture capital companies.
We’re proud to serve more than 3,700 clients nationally. Whether you are a company starting a plan for the first time or a large company with multiple complex plans, we have a solution for you. MAP Retirement provides each client with the guidance for a successful plan from its creation through ongoing administration. We believe in providing personalized service as part of our ongoing communication, consulting with business owners, executives, and financial advisors to design the optimal retirement plan service model for your business. Furthermore, we are committed to staying on top of the latest industry rules, regulations, cybersecurity needs and investing in the latest technology to ensure your plan management is as seamless and efficient as possible.
Our Investment Partners Include
