Recruit, reward and retain key executives

while improving the long-term profitability of your business.

Innovative Executive
Benefit Solutions

When you partner with MBS, you’ll get the industry-leading tools and services to improve your executive deferred compensation plan and employer outcomes, while helping reduce costs. Benefit from exclusive access to differentiated products and services founded on experience, innovation, collaboration and leadership that has guided our clients for more than 40 years.

What Sets Us Apart

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

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 the Fortune 500
are clients

0

Deferred compensation, life, and disability plans

$
0

Billion in assets
under management

0

of the Fortune 500
are clients

0

Deferred compensation, life, and disability plans

$
0

Billion in assets
under management

As of 6/30/2021

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