M2B  Retirement Consulting

M2 B Retirement Consulting

Financial Services, 101 Bradford Rd, Wexford, Pennsylvania, 15090, United States, 1-10 Employees

m2b-retirement.com

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Who is M2B RETIREMENT CONSULTING

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 admin...

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  • 101 Bradford Rd, Wexford, Pennsylvania, 15090, United States Headquarters: 101 Bradford Rd, Wexford, Pennsylvania, 15090, United States
  • 2016 Date Founded: 2016
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8742

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M2B Retirement Consulting Org Chart and Mapping

Employees

Meredith McCaskey

Chief Business Development Officer

Jennifer Kosek

Admininistrative Coordinator

Amy Feraco

Retirement Plan Analyst

Olivia Boltz

Retirement Plan Analyst

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Frequently Asked Questions Regarding M2B Retirement Consulting

Answer: M2B Retirement Consulting's headquarters are located at 101 Bradford Rd, Wexford, Pennsylvania, 15090, United States

Answer: M2B Retirement Consulting's official website is https://m2b-retirement.com

Answer: M2B Retirement Consulting's revenue is $1 Million to $5 Million

Answer: M2B Retirement Consulting's SIC: 8742

Answer: M2B Retirement Consulting has 1-10 employees

Answer: M2B Retirement Consulting is in Financial Services

Answer: M2B Retirement Consulting contact info: Phone number: Website: https://m2b-retirement.com

Answer: 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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