Description

• M2B is a robust Third Party Administration Firm for qualified retirement plans. Based in the greater Pittsburgh area, M2B provides full service retirement plan design consulting and administration for businesses of various sizes and design types. These plans could range in size from owner only businesses to companies with thousands of employees and any thing in between. M2B is committed to optimizing plan design and operation for our clients whatever their size. Unlike many firms offering similar services, M2B specializes in ascertaining the unique needs of each of our clients and designing their retirement plan accordingly. M2B offers both defined contribution as well as defined benefit plan design, document, and administrative services. On the defined contribution side, M2B can expertly handle cross-tested plans including new comparability, 401(k), money purchase, profit sharing, age weighted plans, etc. M2B also offers highly specialized ESOP services including ERSOP or ROBB designs. On the non-profit side, M2B provides a complete suite of 403(b) of services. On the defined benefit side, M2B provides value added consulting, administration and actuarial certification for traditional defined benefit plans, offset plans, and cash balance designs. M2B also provides services to expertly resolve costly compliance and operational defects As an independent, non-producing Third Party Administrative firm, M2B can work with various professionals like accountants, investment advisors, ERISA attorneys, and even other TPA's to provide value added support. Clients of M2B can be invested on allocated investment platforms, brokerage accounts or even balance forward pooled arrangements. For accountant contacts, M2B specializes in designs where benefit maximization and defining tax efficiency are primary goals. M2B supports its referral partners with real value added consulting that these professionals can take credit for delivering to their clients.
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  Headquarters:101 Bradford Rd Ste 200, Wexford, Pennsylvania, United States

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  Phone Number: +1 412-688-6427

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  Website: https://m2b-retirement.com/

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:M2b Retirement Consulting, Llc

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• |  NAICS Code: 523110  |

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