Brighter futures for all

We make it easy for employers to provide great retirement plans, ensuring they’re secure, compliant, and high-performing.

Request a consultation with a Maxus retirement plan design expert.

Your partner in retirement planning

We treat our clients as long-term partners and do everything we can to build relationships as valuable as our retirement plans.







For Advisors

  • Plans designed to meet clients’ goals and objectives
  • Regular plan performance updates and analysis
  • Deep understanding of all the availble options

For Employers

  • Custom plans designed for workplaces of all sizes
  • No more confusion around the best path forward
  • Continuous communication for you and your team

Solutions tailored to your business

We’re not a one-size-fits all partner. We provide custom retirement planning solutions that set everyone up for sustainable success.

Comprehensive planning

Whether you’re designing a plan from scratch or updating an existing plan, our expert team is equipped with the knowledge and experience to guide you.


We work closely with you at every step, transparently sharing the information that you want while proactively communicating the unexpected.

Advanced plan monitoring

We lean on the latest resources and technology to measure your plan performance, mitigate risk, and stay ahead of changes.

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National scale, local feel

Consider our team an extension of yours, providing a level of personalized service you’d expect from someone just down the road. Each of us has been handpicked for our passion, attention to detail, and innovative approach to business challenges.

Let’s plan a brighter future together

Wherever you are in the retirement plan process, we’re here to help.

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