Our Vision
Our Philosophy
At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all in order to drive successful plan outcomes.
Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.
Core Values
- INTEGRITY
- SERVICE
- CREATIVITY
- PASSION
- PROACTIVITY
- INNOVATION
Services & Solutions
- Consulting Services & Strategy for 401(k)
- Profit Sharing, 403(b)
- Money Purchase
- Cash Balance Plans
- Document Services
- IRS Determination Letters
- Plan Implementation
- Asset-Transfer Assistance
- Comprehensive ERISA & IRS Compliance Support
- Secure Streamline Sponsor Communications & Document Retention
- Retirement Plan Audit Assistance
- Reconciliation Reports
- Employee/Employer Communications
- Employee Distribution Services
- Budget & Compensation Planning
- ERISA 3(16) Plan Administrative Services
- Sponsor Vendor Search & Analysis
- Plan Termination Services
Sales & Consulting
Have you ever tried to finish a puzzle, only to realize that pieces were missing? It’s not the result you hoped for…
With every relationship, we are committed to completing the picture. Between our professional advisor and institutional record-keeping relationships, we understand that partnership is the key to providing mutually beneficial value in the retirement plan environment in which we serve.
Annual Administration
What can you expect with Maxus? For starters, you can count on an educated partner at every step!
- REVIEW & CONSULTATION
- NEW PLAN ILLUSTRATIONS
- DOCUMENT ASSISTANT FOR ALL PROVIDER PAPERWORK
- DECONVERSION ASSISTANCE/COMMUNICATION
- EXISTING DOCUMENT GATHERING
- ASSET TRANSFTER ASSISTANCE Documentation DOCUMENT INTERPRETATION
- DOCUMENT PREPARATION
- BOARD RESOLUTIONS • SUMMARY PLAN DESCRIPTIONS
- PARTICIPANT DISCLOSURES • IRS DETERMINATON LETTER FILING
- ONGOING AMENDENTS Implementation DEDICATED CLIENT SUPPORT
- ACTUARIAL SUPPORT
- FORM 5500 PREPARATION
- SUMMARY ANNUAL REPORT & REQUIRED NOTICES
- PARTICIPANT ELIGIBILITY REVIEW
- ANNUAL VALUATION
- PARTICIPANT STATEMENTS
- ANNUAL COMPLIANCE TESTING
Maxus Plan Solutions | Charlotte, NC
Maxus was formed from the realization that more value could be created for today's businesses by building a smarter service model to deliver on our high standards for quality and efficiency in our client and trusted financial partner relationships. We have an ideal combination of decades of extensive experience in the retirement plan field and corporate management as well as energy and fresh ideas about how to innovate around the plan design and administrative process. With our headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. Each of our team members has been hand-picked for their passion for service, attention to detail, and ability to provide innovative solutions to the challenges your business may face when it comes to creating a compelling retirement plan solution. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.
Meet the Team
Maxus was formed from the realization that more value could be created for today's businesses by building a smarter service model to deliver on our high standards for quality and efficiency in our client and trusted financial partner relationships. We have an ideal combination of decades of extensive experience in the retirement plan field and corporate management as well as energy and fresh ideas about how to innovate around the plan design and administrative process.
With our headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. Each of our team members has been hand-picked for their passion for service, attention to detail, and ability to provide innovative solutions to the challenges your business may face when it comes to creating a compelling retirement plan solution. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.
Nick Novoselich
Principal
CPC, QPA
With a passion for employer-sponsored retirement savings plans and a commitment to technology enhanced service, Nick leveraged his 15 years of industry experience to found Maxus. Nick is responsible for the firm’s strategic outlook, sales and consulting, and our valued partner relationships.
After his honorable discharge as an infantry sergeant in the U.S. Army, Nick held nearly every position from COO to client service representative with several regional third party administrators. The valuable lessons learned from these roles provided the necessary insight to create a firm well equipped to help other small businesses navigate the complexities of retirement plan design and compliance.
Nick, along with his twin boys, proudly calls North Carolina home where he enjoys coaching, reading, and anything fitness related, especially where it involves keeping score.
Jim Harabedian
Principal
CPA, QKA
As the Chief Operating Officer, Jim is responsible for the oversight of ongoing plan administration and internal operations, streamlining the Maxus transition, client service, and compliance teams. With 25 years in the retirement services industry, Jim is well versed in recordkeeping operations, plan sponsor and financial advisor support, and multi-level partnerships.
Jim began his career in 1993, joining Charles Schwab Retirement Plan Services, where he created and directed the company’s daily recordkeeping operations. He also held director level positions in internal sales, technology, and marketing.
In 2005 Jim joined Wells Fargo Institutional Retirement and Trust as the Vice President and Regional Director of Relationship Management, Financial Advisor Markets. Long an advocate of financial advisors in the retirement plan space, Jim worked to broaden and deepen the advisor-sold product offering. Under his leadership, Wells Fargo began proactively partnering with advisors nationwide to more effectively serve plan sponsors.
Jim resides with his wife and two sons in Waxhaw, NC, where he enjoys playing golf and spending time with his family.
Mary Abbott
Vice President of Business Development
MBA
Mary joined the Maxus team in 2015 having spent nearly 8 years devoted to client service and sales efforts within the institutional retirement industry, having served over 200 retirement plans.
Her personal mission is to be a trusted partner and an advocate for Plan Sponsors. Her passion for retirement readiness and providing a high-level of service has grown through varying roles ranging from sales support to client service during her time at First Citizens Bank, The Newport Group, and Wells Fargo, where she was awarded the Outstanding Client Satisfaction Award in 2014.
Mary demonstrates her commitment to driving loyalty among Sponsor and advisor relationships by delivering exceptional service and fostering a trusted, personal, and valued partnership. She believes this service standard is achieved through a dedication to being proactive, resourceful and responsive.
A North Carolina native, Mary attended Campbell University as a division I women’s soccer athlete, where she earned her MBA, as well as a B.A. in Trust and Wealth Management, with a minor in Financial Planning. She and her husband (and their 2 rescue dogs) live in Charlotte, NC where she enjoys a nice glass of wine, baking, doing anything active in her spare time, and of course, a Panthers victory!
Her personal mission is to be a trusted partner and an advocate for Plan Sponsors. Her passion for retirement readiness and providing a high-level of service has grown through varying roles ranging from sales support to client service during her time at First Citizens Bank, The Newport Group, and Wells Fargo, where she was awarded the Outstanding Client Satisfaction Award in 2014.
Mary demonstrates her commitment to driving loyalty among Sponsor and advisor relationships by delivering exceptional service and fostering a trusted, personal, and valued partnership. She believes this service standard is achieved through a dedication to being proactive, resourceful and responsive.
A North Carolina native, Mary attended Campbell University as a division I women’s soccer athlete, where she earned her MBA, as well as a B.A. in Trust and Wealth Management, with a minor in Financial Planning. She and her husband (and their 2 rescue dogs) live in Charlotte, NC where she enjoys a nice glass of wine, baking, doing anything active in her spare time, and of course, a Panthers victory!