MAP Retirement
Julie S. is an experienced professional with a diverse background in customer service and administrative support within the retirement planning and education sectors. Currently serving as a Senior Transaction Coordinator at MAP Retirement since January 2023, Julie previously held various roles including Support Services Specialist at Pension Planning Consultants Inc. and Transaction Coordinator IV at The Retirement Advantage, where responsibilities included processing retirement plan transactions and advising on complex financial topics. Julie's earlier experience includes significant administrative roles at multiple universities, where skills in event registration, software training, and organizational support were developed. Julie holds a B.S. in Accounting & Business Administration Management from the University of Wisconsin-Green Bay.
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MAP Retirement
Thank you for visiting our company page! MAP Retirement is an independent, transparent, employee-owned organization focused on building long-term relationships earned through unexpected exceptional service and proactive client focused solutions. Our model and passion is partnership with Financial Advisors to drive value to their business clients and the plan participants. Whether you’re a retirement plan expert or a wealth management expert in need of retirement plan expertise; Map Retirement understands your perspective, value proposition and need to leverage your efforts to service your business clients and their employees. We listen to your needs, the needs of your client and design solutions custom to those unique business needs. Business owners, we understand that you started your business to be an employer, to run and grow your business and support your community. You didn’t start your business to be a plan sponsor and administer a retirement plan. MAP Retirement in partnership with your Financial Advisor will let you and your employees focus on just that, your business. We build custom services to fit your unique business needs so you have confidence that your corporate plan is achieving it’s goals, running smoothly and keeping you in compliance with the law. MAP Retirement has proudly partnered with Financial Advisors and served our clients since 1997.