What MAP Retirement does

MAP Retirement is a private retirement plan services firm founded in 1997 and headquartered in Appleton, Wisconsin, with 11-50 employees. The firm specializes in partnering with financial advisors to help business owners — with a primary focus on nonprofit organizations — build successful employer-sponsored retirement plans. Its operations center on two core service lines: Third-Party Administration (TPA) services covering compliance monitoring and regulatory reporting for retirement plans, and Pooled Plan Provider (PPP) services that coordinate with strategic partners to deliver scalable retirement solutions through Pooled Employer Plans (PEPs).

In April 2026, MAP Retirement was named pooled plan provider and third-party administrator for Equitable's newly launched 403(b) Pooled Employer Plan designed for nonprofit organizations. In this role, it operates alongside PlanConnect LLC as recordkeeper and SWBC Retirement Plan Services as investment fiduciary, completing a coordinated service ecosystem for nonprofit plan sponsors. The business model is services-based, monetizing retirement plan administration and pooled plan coordination rather than software or product licensing; no pricing or revenue mechanics are publicly disclosed. The company's go-to-market relies on advisor partnerships and integration into carrier-led PEP offerings, with no direct consumer-facing distribution channels identified in the source data.

Name

MAP Retirement

Website

https://map401k.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

MAP Retirement is a Wisconsin-based third-party administrator and pooled plan provider specializing in 403(b) retirement plans for nonprofit organizations, partnering with financial advisors, Equitable, PlanConnect LLC, and SWBC to deliver compliant, cost-efficient pooled retirement solutions.

Ownership category

akta.pro rank

Product category

Retirement Plan Administration Services

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Eligibility, Enrollment & Benefits Administration (HLAEALAH)

akta.pro secondary industries

Pensions & Retirement Benefits Administration (BPAIAKAA), Group Life Administration/Enrollment Platforms (TPA & Benefits Admin) (FSAIADAJ)

Keywords

• Retirement plan administration
• Third-party administrator services
• Pooled employer plans
• 403(b) plan services
• Nonprofit retirement benefits

Headquarters

HQ city

Appleton

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

MAP Retirement provides Third-Party Administration (TPA) services and Pooled Plan Provider (PPP) services for employer-sponsored retirement plans, including administrative support, compliance monitoring, and regulatory reporting. The company also coordinates a multi-party service stack (recordkeeping via PlanConnect LLC, investment fiduciary via SWBC Retirement Plan Services) to deliver Pooled Employer Plans (PEPs), notably Equitable's 403(b) PEP for nonprofit organizations, while partnering with financial advisors to help business owners build retirement plans.

Product overview

MAP Retirement offers a unified retirement plan administration platform centered on two core service lines: Third-Party Administration (TPA) Services and Pooled Plan Provider Services. As a TPA, the company delivers administrative support, compliance monitoring, and regulatory reporting for employer-sponsored retirement plans. As a pooled plan provider, MAP Retirement coordinates with strategic partners—including PlanConnect LLC (recordkeeper) and SWBC Retirement Plan Services (investment fiduciary)—to deliver scalable, cost-efficient retirement solutions through Pooled Employer Plans (PEPs) such as the 403(b) PEP for nonprofit organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Third-Party Administration (TPA) Services
• Pooled Plan Provider Services

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• PlanConnect LLCcoreStrategic or Co-development Partner · 9 April 2026PlanConnect LLC serves as the recordkeeper for Equitable's 403(b) Pooled Employer Plan (PEP), working alongside MAP Retirement as the pooled plan provider and third-party administrator. This partnership enables nonprofit organizations to access retirement benefits through a coordinated service model.
• EquitablecoreStrategic or Co-development Partner · 9 April 2026Equitable announced the launch of a new 403(b) Pooled Employer Plan (PEP) designed for nonprofit organizations, with MAP Retirement serving as pooled plan provider and third-party administrator. The plan addresses a significant gap where only 21% of nonprofits provide retirement benefits despite employing roughly one in 10 U.S. workers. MAP Retirement's role is integral to the service delivery alongside PlanConnect LLC (recordkeeper) and SWBC Retirement Plan Services (investment fiduciary).
• SWBC Retirement Plan ServicescoreStrategic or Co-development Partner · 9 April 2026SWBC Retirement Plan Services serves as the investment fiduciary for Equitable's 403(b) Pooled Employer Plan (PEP), providing fiduciary oversight alongside MAP Retirement's administration services. This partnership completes the service ecosystem for nonprofit retirement benefits.

Recent moves2 records

Expansion highlights3 records

Direct peers

• Ascensus: One of the largest independent retirement plan TPAs in the U.S., Ascensus administers 401(k), 403(b), and PEP arrangements — directly comparable to MAP Retirement's TPA + PPP model, including PEP offerings for small employers and nonprofits.
• ADP Retirement Services: ADP provides 401(k) and 403(b) administration, including pooled plan offerings, primarily for small and mid-sized employers — directly comparable scale and target customer as MAP Retirement, including nonprofit segments.
• Paychex Retirement: Paychex offers bundled payroll + retirement plan administration (including 401(k) and pooled plans) for small/mid employers — overlapping with MAP's focus on serving smaller employer plans with streamlined administration.

Broad incumbents

• Empower Retirement: Empower (Great-West's retirement business, now Empower) is a major recordkeeper and administrator of employer-sponsored retirement plans, including pooled plans serving small and mid-sized employers; competes with MAP at the broader plan administration layer.
• Fidelity Workplace Investing: Fidelity provides recordkeeping, administration, and PEP-style pooled plan services for employer-sponsored retirement plans, including nonprofit and 403(b) markets — a larger incumbent competing for similar end clients.
• TIAA: TIAA is a long-standing specialist in 403(b) and nonprofit retirement plans, with strong brand affinity in the higher education, healthcare, and K-12 nonprofit segments — directly competing for the same nonprofit 403(b) buyer that MAP targets.
• Vanguard Institutional: Vanguard offers pooled and recordkeeping services for employer retirement plans, including 403(b) PEP-style structures, and is frequently cited by advisors as a default menu option for nonprofit plans.
• Principal Financial Group: Principal provides full-service retirement plan administration, recordkeeping, and pooled plan solutions for employer groups including nonprofits — competes with MAP at the plan administration and PPP layer.

Emerging players

• Cetera Financial Group: Cetera is an advisor-focused wealth management platform that builds retirement plan practices through its advisor network — comparable business model to MAP's partnership-with-advisors approach, though Cetera operates more broadly across wealth and retirement.
• Commonwealth Financial Network: Commonwealth is an independent advisor-support platform with a dedicated retirement plan services practice for business-owning clients — mirrors MAP's positioning of helping advisors deliver retirement plan solutions to their business-owner clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MAP Retirement