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.

40+ Years Wholly Focused On 409A Plans And Company-Owned Life Insurance

Independent
And Unbiased

Solutions Tailored To
Your Business Needs

Ongoing Hands-On Support
For You And Your Participants

46

Of Our Clients Are in the Fortune 1,000 and Global 1,000

209

Deferred Compensation, Life, and Disability Plans

$17.3

Billion in Assets Under Management

23

Years – Average Client Tenure

Recruit, reward, and retain key executives and improve the long-term profitability of your business by taking advantage of our consultative, collaborative approach to your executive benefits strategies.