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.

Founded in

United States