Why MAXUS?

We understand the big picture. Your retirement plan is not only a vital part of your compensation package, but the primary means for retirement savings today.

From interpreting Internal Revenue Service (IRS) and Department of Labor (DOL) regulations, to answering day-to-day administrative questions, we have a passion for being part of the conversation with you and your company. We are a business built to serve other businesses. Time is valuable and your business is your focus… our business is to be the TPA teammate you can rely on.

We’ve been doing this a long time! With over a century of combined experience, each member of our team has been hand-picked for their passion for service, attention to detail, and ability to provide innovative solutions for the challenges any business may face when creating their retirement plan.

Plan success matters. We would love to earn your trust by exemplifying our key values and building a trusted partnership.

Why MAXUS

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
In addition to the above, Maxus is ready to expand on whatever you may require to meet your needs by offering additional services and consulting through both our Actuarial experts and 3(16) co-fiduciary services.
It is only by bringing all of the right pieces to the conversation that we can wholly fulfill our mission.