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.
Plans we service
- 401(k) Plan (with or without Safe Harbor)
- 401(k) Profit Sharing
- 403(b)
- 457
- Money Purchase
- Defined Benefit (Traditional)
- Defined Benefit (Cash Balance)
Services for Advisors & CPAs
We’ll tailor our services directly to your needs, providing the most efficient, effective solutions.
Plan Design & Due Diligence
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Accelerated Retirement Savings Strategies
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Tax Strategy Planning
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Existing Plan Benchmarking
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Plan Compliance Corrections
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IRS Audit Assistance
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Contribution Projections
Plan Administration & Audit Analysis
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ERISA & IRS Compliance Support
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Secure Streamline Sponsor Communications
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Retirement Plan Audit Assistance
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Reconciliation Reports
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Employee/Employer Communications
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Employee Distribution Services
Consultation & Analysis
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Budget & Compensation Planning
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ERISA 3(16) Plan Administrative Services
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Sponsor Vendor Search & Analysis
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Eligibility Determination
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Payroll Contribution Processing
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Plan Termination Services
Request a consultation
Let’s see how we can help your clients thrive together.