• About MBS Financial
      • Our Team
      • Our Nonqualified Plan Consulting Services
        • Plan Review and Audit
        • Plan Design
        • Peer Benchmarking
        • Recordkeeper Search
        • Deferred Tax Strategies
        • Funding Analysis
      • M Financial Group
    • Who We Serve
      • Banks
      • Corporations
      • Insurance Companies
      • REITs
      • Tax Exempt Entities
    • Our Focus
      • BOLI
      • COLI
      • Deferred Compensation Plans
      • Executive Supplemental
        Benefits
      • Funding & Benefit Security
      • ICOLI
      • News
      • Surveys
    • Contact Us

    2024 NQDCP Recordkeeper Survey

    Posted on July 24, 2024
    Categories: Deferred Compensation PlansNewsSurveys

    MBS Financial’s 7th survey of the nonqualified deferred compensation plan market is the most comprehensive survey done of the NQDCP marketplace – encompassing over 12,000 plans administered by the 20 largest NQDCP recordkeepers….

    2022 MBS NQDCP Recordkeeper Survey

    Posted on March 6, 2023
    Categories: Deferred Compensation PlansSurveys

    Our 6th survey of nonqualified deferred compensation plan information demonstrates the continued growth of the industry. Data was compiled from 11 of the largest deferral recordkeepers (including two recent consolidations) with $186 billion in liabilities, 11,657 plans and 702,000 participants.

    2020 MBS Nonqualified Deferred Compensation Plan Recordkeeper Survey

    Posted on November 20, 2020
    Categories: NewsSurveys

    Key findings from the 5th edition of the MBS Recordkeeper Survey of the Deferred Compensation Plan Market are included below. The 13 largest recordkeepers in the nonqualified plan arena, representing approximately 85% of all nonqualified…

    Prudential/PLANSPONSOR 2018 Executive Benefit Survey

    Posted on September 22, 2019
    Categories: NewsSurveys

    The Top 10 Reasons Why Non-Qualified Deferred Compensation Plans Are Popular Many breathed a sigh of relief when the Tax Cuts and Jobs Act ultimately removed a provision that would have placed significant restrictions on nonqualified…

    Back To Top
  • ABOUT

    About MBS
    Our Team
    Our Focus
    M Financial Group
    Contact Us

  • SERVICES

    Plan Review and Audit
    Plan Design
    Peer Benchmarking
    Recordkeeper Search
    Deferred Tax Strategies
    Funding Analysis

  • CONTACT

  • 1421 Emerson Avenue
    Oxnard, CA 93033
    Tel: 310.956.2500
    Email: info@mbsfin.com
  • Disclosures

    Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Mullin Barens Sanford Financial & Insurance Services, LLC is independently owned and operated. MBS Financial is certified as a women-owned business and is recognized by the Supplier Clearinghouse. Mullin Barens Sanford Financial & Insurance Services, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

    Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA License # 0I32306

    This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

    #4211457.2

    M Financial Member Firm

    Certified Women-Owned Business

  • Mullin Barens Sanford Financial and Insurance Services, LLC ©

    Terms & Conditions | Privacy Policy