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Consulting and Turn-Key Administration for all Types of Qualified
Plans.
Defined Benefit Plans
MBM Advisors has Enrolled Actuaries on staff to provide the consulting
and certification necessary to maintain your Defined Benefit Plan. We
provide an Annual Valuation including calculation of the minimum required
and maximum deductible contribution amounts. Plan documents can be drafted
for legal counsel review.
Defined Contribution Plans
MBM Advisors, Inc. has the consulting expertise to administer all types
of defined contribution plans.
401(k) Plans
Our in-house consultants help you to navigate the complex rules of the
401(k) plan.
Safe Harbor 401(k) Plans
In circumstances where non-discrimination failures have impacted the
benefits of the highly compensated participants a safe harbor 401(k)
plan is often an appropriate solution.
Profit sharing plans
You may also wish to make additional employer contributions to your
participants' retirement accounts to supplement the 401(k) plan. We
have the knowledge to establish a variety of different types of profit
sharing plans based on your unique needs.
Combination Plans
For those plan sponsors wishing to maximize their contribution, the
combination of a defined benefit plan and a defined contribution plan
may be appropriate. By combining these plans it is possible to provide
benefits for the "favored" participants while minimizing the contribution
to the other participants.
457 and 401(a) Plans
Based on your objectives, MBM Advisors, Inc. can determine and implement
the best allocation methodology for your 401(a) or 457 Plan. Our services
include plan design and drafting, enrollment and education meetings,
and investment advisory consulting.
Investment Advisory Services Offered through MBM Advisors, Inc.
Securities Offered Through MBM Securities, Inc. Member FINRA-SIPC
© 2008 MBM ADVISORS INC. - All rights reserved.
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