Lanes of Service Modules & Trainings
Introduction to MAP Retirement’s Service Model
Learning Objective: Understand the purpose of the service lanes.
Learn about the new Client Service Agreement (CSA).
Recognize the importance of structured service models for client interactions.
Downloadable PDF:
Overview of CSA Benefits and Key Points
Knowledge Check
What is the main purpose of the CSA?
How does the CSA impact pricing and client expectations?
Overview of Service Lanes
Learning Objective: Understand the structure and purpose of each service lane.
Identify which service lane applies to different business types.
Recognize additional services and upsell opportunities.
Downloadable PDF:
Service Lane Comparison Chart
Knowledge Check
Which service lane is best for a business with 45 employees needing mandatory safe harbor contributions?
What are the key compliance differences between Navigator and Turbo Charge?
