Experience

The Advantage

Navigate the complexities of executive benefits design and financing with insights, expertise, and objectivity on your side.

Invest in Your Executives
Align With Your Priorities

Tap into decades of executive benefits design, funding, and compliance experience with MBS. As independent consultants, we’re here to help you implement and sustain the programs your leaders will value. From the early stages of design, to finding the right program administrator, to exploring financing strategies, we help you make smart decisions based on proven best practices.

What Sets Us Apart

More than consultants, we’re your partners throughout the process, helping you choose the right providers, applying ingenuity in designing your offerings and funding mechanisms, and working closely with participants to help them fully appreciate their benefits.

Core Focused – Nonqualified Executive Benefits (409A Plans)

Long-Term Client Relationships

Innovative and Results Oriented

Independent and Unbiased

What Sets Us Apart

What sets MBS apart? Through a powerful combination of independence and expertise, we are dedicated to creating dynamic financial strategies that drive success.

> Core Focused – Nonqualified Executive Benefits
(409A Plans)

> Long-Term Client Relationships

> Innovative and Results Oriented

> Independent and Unbiased

0

of our 110 clients are in the Fortune 1,000 and
Global 1,000

0

Deferred compensation, life, and disability plans

$0

Billion in assets
under management

0

Years – Average Client Tenure

As of 12/31/2024

Using a consultative and collaborative approach, we help you recruit, reward and retain key executives to improve long term profitability of your businesses.