# Masterplan Retirement Consultants

Masterplan Retirement Consultants is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** masterplanretirementconsultants.com
- **LinkedIn:** https://www.linkedin.com/company/masterplan-retirement-consultants

## Regulatory record

- **CRD number:** 171497
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171497

## About

MASTERPLAN RETIREMENT CONSULTANTS is a state-registered investment adviser in MARIETTA, GA. It has 6 employees and 2 investment advisers. The firm is based in MARIETTA, GA.

## Questions

### What specific retirement plan services does Masterplan Retirement Consultants provide?

The firm focuses on third-party plan administration, fiduciary consulting, and investment menu construction for ERISA-governed retirement plans. Its core offerings include plan document drafting, compliance testing, participant education, and the ongoing monitoring of 401(k) and 403(b) investment lineups. These services are delivered on an advisory basis directly to plan sponsors seeking fiduciary coverage.

### What record-keeping platforms does the firm work with?

Masterplan's investment menus and advisory services are implemented through open-architecture relationships with national record-keepers, including John Hancock and Empower, among others. The firm does not operate its own proprietary record-keeping platform, functioning instead as a plan-level fiduciary advisor whose investment selections sit atop existing third-party administrative infrastructure.

### Does the firm manage proprietary investment funds or commingled vehicles?

The firm does not operate proprietary mutual funds, collective investment trusts, or private commingled vehicles. All plan investment menus are built using institutional share-class mutual funds and exchange-traded funds sourced from third-party asset managers. This open-architecture approach is designed to support fiduciary impartiality during fund selection.

## Related profiles

- [Dogpatch Wealth](https://altss.com/profile/dogpatch-wealth)
- [The Investment Connection](https://altss.com/profile/the-investment-connection-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/masterplan-retirement-consultants

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology