
51 - 200 employees
Founded 1997
💼 Consulting
💸 Finance
📋 Compliance
Consulting • Finance • Compliance
MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.
🕒 March 10
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51 - 200 employees
Founded 1997
💼 Consulting
💸 Finance
📋 Compliance
Consulting • Finance • Compliance
MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.
• Make sales calls to financial advisors, brokers, CPAs, and other intermediaries in the retirement plan market either virtually or in-person • Generate leads through various channels, including networking, cold calling, and digital marketing • Develop and deliver compelling sales presentations that highlight the features and benefits of our MAP administration services • Prepare customized proposals outlining the scope of TPA services, pricing structures and terms • Cultivate strong, long-term relationships with advisors and recordkeeping partners with MAP Retirement • Maintain accurate and up-to-date records of sales activities and client interactions in the MAP CRM system • Analyze sales data to identify trends, opportunities, and areas of improvement
• Proven experience in B2B sales, preferably in the retirement plan industry • Strong knowledge of retirement plan administration services and solutions • Retirement plan design experience preferred • Excellent communication, presentation, and negotiation skills • Ability to work independently and as part of a collaborative team • Results driven with a track record of meeting and exceeding sales targets • Bachelor’s degree in business, Marketing, or a related field preferred
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