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Reduced Liability with Professional Plan Management
MBM has forged relationships with three of the most respected institutions
in the country to perform corporate trustee services for our clients.
Multiple Platforms
MBM provides full service corporate trustee services for your retirement plan, removing you from the burden and responsibility of providing
self-trusteeship for your plan. MBM offers multiple trust platforms and
trusteeships, depending on the administrative platform you select for your plan. Our corporate trustee partners include:
- Charles Schwab Trust Company
- Fidelity Institutional Brokerage Group / Reliance Trust Company
- Matrix Capital Bank & Trust Company
Limited Scope Plan Audits
Because each of our corporate trustee partners are both audited and
federally regulated, our clients with over one-hundred participants who utilize our corporate trustee services enjoy the benefit of only being required to perform a limited scope audit under Department of Labor rules.
A number of advantages result, including:
- Lower audit costs
- Reduced fiduciary liability
- Less time is spent on the audit process
- Complete audit package
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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