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The Retirement Plan Partner Built to Help You Grow

MAP Retirement delivers the specialized retirement plan expertise, fiduciary support, and operational depth to support financial advisors who want to expand their retirement plan business — without adding complexity or compromising client relationships.

Grow your book.

Strengthen your practice.

Deepen your client relationships.

Retirement Plans Are a Growth Opportunity.
They’re Also Demanding.

Plan sponsors are expecting more from their advisors — better governance, stronger compliance oversight, more proactive service. At the same time, the technical complexity of retirement plans keeps growing.

Advisors who want to win and retain retirement plan business need more than good intentions. They need a TPA partner with the depth to handle what’s complex, the responsiveness to make them look good, and the discipline to protect the client relationship they’ve built.

That’s the role MAP was built to play.

A Truly Supportive Partner

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Expand Your Capabilities

Bring sophisticated retirement plan expertise to opportunities of any size — 401(k), Defined Benefit, Cash Balance, and beyond. Pursue business you might otherwise refer out, with a partner who handles the technical complexity.

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Protect Your Relationship

MAP operates behind your advisory relationship, never in front of it. No competing wealth agenda. No poaching. You remain the primary advisor — we make you stronger in that role.

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Expand Your Capabilities

Bring sophisticated retirement plan expertise to opportunities of any size — 401(k), Defined Benefit, Cash Balance, and beyond. Pursue business you might otherwise refer out, with a partner who handles the technical complexity.

Flexible Plan Service Models

MAP offers a range of service models — from core plan administration to fully delegated fiduciary arrangements — so the right level of support can be matched to each client situation.

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Navigator

Core TPA services. Compliance, testing, plan documents, and administration.

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Auto Pilot

Everything in Navigator, plus hands-on operational support to reduce administrative burden on your client’s HR team.

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Chauffeur

3(16) delegated fiduciary administration. MAP formally assumes defined administrative responsibilities and accountability.

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P.A.M. Chauffeur

Our most comprehensive offering. Full plan management including fiduciary authority over service provider selection.

A Partner Without
a Competing Agenda

We are a specialized retirement plan consulting and administration firm. Our only goal is helping you serve your clients exceptionally well.

That means clear roles, responsive communication, and a model built to strengthen your practice — not crowd it. When MAP is at the table, you’re better prepared, better protected, and better positioned to deliver outcomes your clients will remember.

Our commitment. Your advantage.

MAP’s Enterprise Readiness

MAP’s growing national presence makes us a meaningful partner for RIAs, broker-dealers, and advisors building a retirement plan practice at scale — bringing the operational infrastructure and service consistency to support growth without sacrificing quality.

MAP Retirement SOC 2 Type 1 Compliant Badge 2025

MAP maintains SOC 2 certification, reflecting our commitment to the data security, operational discipline, and accountability standards that protect your clients — and your reputation.

MAP partners with leading industry providers

American Funds
Ameritas
Empower
Fidelity
Lincoln
Manulife | John Hancock
Nationwide
Principal
Secuian
TransAmerican
T-Rowe-Price
Voya

Ready to Build a Stronger Retirement Plan Practice?

Whether you’re growing your retirement plan book, looking for a more capable TPA partner, or trying to better serve the clients you already have — MAP is ready to work alongside you.