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Our Story

Built on Purpose. Built Together.

MAP Retirement was built on a belief: that the retirement plan professionals best positioned to serve advisors and employers at the highest level aren’t the ones who go it alone — they’re the ones who choose to build something better, together.

The Industry Is Changing.
We’re Building a Better Model to Meet It.

Retirement plan administration has never been more demanding. Technology investment, cybersecurity, workflow automation, compliance complexity, and client experience expectations are all rising — simultaneously.

For talented, dedicated TPA professionals, the question is no longer can we serve clients well? It is can we keep pace with what serving clients well actually requires?

The honest answer, for most regional and independent firms, is: not forever. Not alone.

That recognition is an invitation.

A better Way to Come Together

Some firms in this industry consolidate because they have to. MAP is formed by firms that consolidate because they choose to — because they see something worth building and want to be part of it.

Working Together

The TPA owners who help form MAP are successful. They’ve built respected firms, earned loyal clients, and developed talented teams. They also see the ceiling. And rather than accept its limits, they’ve looked for a better answer.

What they find — what we are building together — is a firm run by TPA owner-operators, for the benefit of the advisors, employers, and participants we collectively serve. Every firm that joins MAP brings its people, its culture, and its voice. No one disappears into a corporate structure. Everyone has a seat at the table.

We’re not aggregating.
We’re integrating.

Mission Aligned Partners — In Practice.

MAP isn’t just a name. It’s a description of how we work.

The firms that form MAP share a common purpose: to deliver retirement plan expertise at the highest level, consistently, everywhere. We share a governance model built on peer leadership and collective decision-making. And we share a commitment to our people — because the advisors and employers we serve deserve partners who are engaged, empowered, and growing.

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For national recordkeepers and advisory firms

MAP offers something rare: one relationship, one experience, one standard of excellence — regardless of where your clients are located.

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For the TPA professionals who are part of MAP

It offers something equally rare: the freedom to focus on the work they do best, backed by the resources to do it exceptionally.

Always Evolving. Always Here.

MAP is a rapidly growing company with experienced people and a long-term view. We are investing in technology, deepening our capabilities, and welcoming firms that share our values and our vision.

We are building something we’re proud of — not to sell, not to extract, but to sustain. A firm that advisors can grow with. That employers can trust. That retirement plan professionals are proud to call home.

Ready to Move Forward?

Whether you’re looking for a better retirement plan partner or exploring what joining MAP could mean for your firm, we’d like to start a conversation.