MADISON, WI MAP Retirement, a leading provider of tech-enabled administration and compliance solutions for employer-sponsored qualified retirement plans, is pleased to announce a strategic merger with Pension Plan Specialists, PC (PPS), a respected third-party administration firm based in Vancouver, WA. This merger marks a significant milestone in both companies’ missions to expand their national presence and enhance their retirement plan service offerings.
“This merger is a significant step forward for both our organizations. By joining forces with PPS, and adding Joe Burt as our CEO and Partner, we are combining our expertise and resources to better serve our advisors, their clients and drive innovation in the retirement plan industry.”
~Bob Carroll, Partner
MAP Retirement
“I have known Joe for a long time, worked with him in the past in many capacities, he is a retirement renaissance man. The addition of Joe and greater PPS team will add expertise, scale, automation, and some technology we expect to adopt across the entire organization.”
Joe Burt, President of Pension Plan Specialists, shared his perspective on the merger: “This merger ignites a powerful synergy, uniting our companies’ strengths to drive unprecedented innovation in the retirement plan industry. By combining our deep expertise and resources, we are poised to reimagine retirement solutions from the ground up and tackle complex challenges with fresh perspectives. Our enhanced capabilities will enable us to deliver unparalleled support and forward-thinking solutions for our clients, strategic partners, and financial advisors.
I am truly energized by the incredible opportunities this merger presents. Our collective vision and passion will redefine how organizations support their employees I financial futures and give them the confidence needed to navigate the evolving retirement plan landscape. This merger is more than just a business transaction; it represents our commitment to making a lasting impact on the lives of the people and organizations we serve.”
The merger with PPS is a strategic move that aligns with our vision for growth and excellence,” adds Micah DiSalvo, Partner at MAP Retirement. “The Founder-led strategy of our TPA consulting business continues to resonate with proven leaders in the industry like Joe Burt and his talented team at PPS. While our M&A strategy is core to our growth, the innovation around product development and distribution will be a game changer as our collective firms come together.”
MAP and PPS have merged to create a robust team of 242 members, supporting nearly 10,000 retirement plans, blending their wide-ranging industry expertise and diverse qualifications. As they continue to expand, MAP reassures clients and distribution partners that this acquisition will enhance their dedication to delivering meaningful outcomes, all while upholding their shared core values.
About MAP Retirement
MAP Retirement is an industry leading TPA, dedicated to helping businesses meet their goals by providing expert guidance at every turn. Working exclusively with financial advisors, MAP Retirement focuses on plan design, compliance, administration, and fiduciary support, while advisors concentrate on financial planning and investments. This collaborative model ensures successful retirement and business outcomes, delivering peace of mind to business owners and maximizing retirement opportunities for employees. MAP Retirement currently serves over 6,500 clients across the country.
About Pension Plan Specialists, PC
Pension Plan Specialists, PC (PPS) is a full• service third-party administration (TPA) firm based in Vancouver, WA. Founded in 2008, PPS specializes in the administration of a wide range of retirement plans, including 401(k), Profit Sharing, Defined Benefit, and Cash Balance Plans. PPS is committed to providing unparalleled service, expertise, and guidance to help businesses design and maintain retirement plans that
meet their unique needs and goals. With a dedicated team of professionals, PPS has built a strong reputation for excellence and client satisfaction in the retirement plan industry.