Our Services

Plan Review and Audit

MBS Financial has 69 public company and 48 private company clients, covering over 245 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


Compliance with new laws and regulations

Flexibility for participants

Let us design a customized solution to fit your needs.