M
MasterPlan Retirement Consultants
United States
Founded in
2010 (16 Years)
Founded
Last online: No recent activity
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know MasterPlan Retirement Consultants
Company Information
Get to know MasterPlan Retirement Consultants
MasterPlan, Inc. is a professional services firm that functions as a Third-Party Administrator (TPA) for employer-sponsored retirement plans, such as 401(k), 403(b), and cash balance plans. The company's core mission is to help businesses offer effective retirement benefits by providing expert plan design, ensuring compliance with complex regulations (like ERISA and the IRS code), and handling ongoing administrative tasks. They focus on creating customized plan solutions to meet the specific goals of business owners and their employees, operating as an independent and unbundled TPA to provide objective consulting.
Industry
- Financial Financial AdvisementPRIMARY
- Financial Other Service
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