Knowledge, Support, and Attention to Detail Make the Difference
Our powerful combination of independence and long-standing industry relationships delivers meaningful advantage. With MBS, you always have access to the resources you need, when you need them. We’re here to help you make the most of your executive benefits programs, to answer any questions, and to make sure you can deliver the best results for your team.
Nonqualified Executive Benefits Experts
We are singularly focused on crafting and refining executive benefit programs that help you balance employee retention with stakeholder interests. Our depth of funding experience ensures you have ready access to the expertise you need to evaluate tax-efficient options and manage your financial liabilities. Why not increase your program effectiveness with MBS on your side?
Core Focused – Non-Qualified Executive Benefits (409A Plans)
We are singularly focused on crafting and refining executive benefit programs that balance employee retention with stakeholder interests. Improving plan design, plan operations, ensuring regulatory compliance, reducing plan costs and providing third party administration (TPA) search is our core focus.
Flexibility and Support Designed for Your Needs
MBS provides oversight and ongoing program refinement, helps you navigate the changing landscape, and educates every participant so they can fully leverage the opportunity. We are here to help. We combine our deep knowledge of the wide range of executive benefit options with understanding of your needs to maximize program value and competitive advantage.
Long-Term Client Relationships
Our average client tenure is 15+ years. By providing you with 24/7/365 access to our partners, consultants and employees, we deliver superior service that exceeds your expectations and those of your plan participant.
Leading the Way with Innovation and Results
We’re here to help you modernize and elevate your executive benefits programs. Our decades-long relationships with leading life insurance providers and the ability to collaboratively develop innovative, effective funding solutions expands your options and your impact. As an industry leader, we’re an integral part of conversations about new products, regulations, and legislation, so you can stay on top of trends and what your participants need.
Innovative and Results-Oriented
We work closely with you and your advisors to help define objectives, identify and design customized plans and solutions to fit your needs, and then proactively manage the strategy going forward.
Game-Changing Independence
We are independent consultants with the freedom to offer dedicated services and select the products best suited for your needs. We work with a wide range of administrators, insurance companies, and other providers to ensure your benefits programs differentiate you as an employer, while ensuring long-term financial advantage for your company.
Independent and Unbiased
We are not owned by a company or interest that sells any commercial or retail products. We are an independent firm offering services and products in your best interest.