Retirement Plan Advisors
Advisors invest significant time and resources working with plan sponsors to build plans that serve every participant; from investment selection and plan design to ongoing education and compliance oversight.
When a plan ends, that work rarely translates into lasting value. Assets default to cash or third-party providers outside the advisor’s ecosystem. Participant relationships are lost. Revenue stops with the final distribution.
MaxIRA preserves what the advisor built by keeping assets, relationships, and future opportunities within reach.
A Better Default and Stronger Practice
Make what you built work for you and your clients.
50 bps on every participant rollover.
Retention of visibility into the growth of plan-originated assets.
Preservation of future optionality as balances grow.
Clear differentiation for winning new plan businesses.
Two Scenarios. One Outcome
Already have a plan?
A simple plan document amendment replaces your current default IRA with MaxIRA. You immediately begin earning 50 bps on all future rollover assets. One change, immediate revenue.
Existing Plans
Starting Fresh?
Build MaxIRA into the plan document from day one. Every future transition event flows into an IRA you control, at 50 bps, before assets ever leave your ecosystem.