Regardless of industry or size, all businesses share a common goal: to help their employees effectively plan for—and enjoy—retirement. MAP Retirement specializes in making this happen by partnering with financial advisors to help business owners build successful, customized retirement plans that address specific time frames, unique circumstances and different definitions of retirement.
We believe that the retirement planning process is most successful when all those involved focus on their strengths.
For that reason, MAP Retirement works exclusively with financial advisors so that we can focus on the plan design and administration, and our advisor partners can focus on financial planning and specific investments. This symbiotic relationship positively impacts the bottom line for business owners and helps them to reach successful retirement outcomes (a win-win, if you will).
Our signature approach combines personalized, hands-on service with deep subject matter expertise, objective consultation and leading technology.
MAP Retirement provides each client with a dedicated account manager who sees plans through from creation to ongoing administration, personally consulting with business owners and their financial advisors to design an optimal retirement plan. Call us old-fashioned, but we still believe in providing personalized, face-to-face service as part of our ongoing communication. And we’re committed to staying on top of the latest industry rules and regulations and investing in the latest technology to ensure your plan management is as seamless and efficient as possible.
We offer a full range of plans from various investment companies to ensure business owners can create a retirement plan that best fits their needs.
Available plans include:
- 401(k) Plans (including Safe Harbor, Roth, Solo, and Simple)
- Profit Sharing Plans
- Cross-Tested/New Comparability Plans
- Money Purchase Pension Plans
- Cash Balance Plans
- Open Architecture Plans
- 403(b) Plans
- Defined Benefit Pension Plans
- Comprehensive Services
The investment partners we work with include:
- American Funds
- John Hancock
- Lincoln Financial
- T. Rowe Price
In addition to plan design and ongoing administration, we offer the following services:
- Eligibility Reminders
- IRS and DOL Forms and Preparation
- Mergers and Acquisitions
- Professional Consultation
- Loan and Distribution Signing Authority
- Plan Document Review and Consulting
- Plan Installation
Additional Platinum Services
- Eligibility Tracking
- Payroll Submission
- Notice Fulfillment
- 316 services
- 5500 Signing