For Advisors & CPAs

Maximize your time and your clients’ retirement

We know time is one of your most valuable assets, which is why we help you do more with it. By leveraging our deep industry experience and understanding of compliance strategy, you can efficiently create more successful retirement plans for your clients. Our attention to detail and commitment to quality will give you the confidence that you’re in good hands.

Partners in client success

Maxus is trusted by financial advisors across the nation who lean on us to help guide their clients to brighter futures.

Custom plan design

We work with you to help determine the best plan for your client’s needs, selecting a 401(k) package that sets them up for sustainable success.

Everyday administration

We manage the details, from onboarding to compliance to administration, so that you can focus on what you do best.

Maxus Employee Experience
0 Years
Plans Designed
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Employer Taxes Saved
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Plans we service

Services for Advisors & CPAs

We’ll tailor our services directly to your needs, providing the most efficient, effective solutions.

Plan Design & Due Diligence

  • Accelerated Retirement Savings Strategies
  • Tax Strategy Planning
  • Existing Plan Benchmarking
  • Plan Compliance Corrections
  • IRS Audit Assistance
  • Contribution Projections

Plan Administration & Audit Analysis

  • ERISA & IRS Compliance Support
  • Secure Streamline Sponsor Communications
  • Retirement Plan Audit Assistance
  • Reconciliation Reports
  • Employee/Employer Communications
  • Employee Distribution Services

Consultation & Analysis

  • Budget & Compensation Planning
  • ERISA 3(16) Plan Administrative Services
  • Sponsor Vendor Search & Analysis
  • Eligibility Determination
  • Payroll Contribution Processing
  • Plan Termination Services

Request a consultation

Let’s see how we can help your clients thrive together.