Our Services

Plan Review and Audit

MBS Financial has more than 40 public company and 200 private company clients, covering over 225 nonqualified plans. Given our extensive database of clients and our research capabilities we offer a comprehensive Plan Review service to help make sure your company’s nonqualified plans are meeting the needs of both the plan sponsor and plan participants.

Given the recent tax law changes,  plan prevalence and older plan inception dates, now is the time for companies to audit and benchmark nonqualified plans to determine the plan’s:

Competitive features

Cost

Compliance with new laws and regulations

Flexibility for participants

Let us design a customized solution to fit your needs.