M2B Retirement Consulting

  • Financial Services
  • Wexford PA
  • 17 employees
  • Financial Services
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Company Overview

Headquarters
101 Bradford Rd Ste 200, Wexford PA
Website
m2b-retirement.com
Phone
(412) 688-6427
Employees
17
Founded it
2016
Industry
Financial Services
NAICS Code
NAICS Code 524 Companies
NAICS Code 524298 Companies
NAICS Code 52 Companies
NAICS Code 5242 Companies
NAICS Code 52429 Companies
SIC Code
SIC Code 641 Companies
SIC Code 64 Companies
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Financials & Stats

Revenue

$7B

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Who is M2B Retirement Consulting

M2B Retirement Consulting is a Third Party Administration firm based in Wexford, Pennsylvania. The company employs 17 people and generates $7.2 million in annual revenue. M2B specializes in providing full-service retirement plan design consulting and administration for businesses of all sizes. They offer services for both defined contribution and defined benefit plans, including 401(k), money purchase, profit sharing, age weighted plans, ESOPs, 403(b) plans, traditional defined benefit plans, offset plans, and cash balance designs. Their expertise extends to resolving compliance and operational issues within retirement plans. M2B distinguishes itself by focusing on understanding each client's unique needs and tailoring their retirement plan accordingly. They collaborate with various professionals, such as accountants, investment advisors, ERISA attorneys, and other TPAs, to provide comprehensive support. M2B also caters to clients seeking tax-efficient designs and benefit maximization. Clients can contact M2B Retirement Consulting through their website at m2b-retirement.com.

M2B Retirement Consulting Tech Stack

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FAQ

What is the location of M2B Retirement Consulting's headquarters?
The headquarters of M2B Retirement Consulting are situated at Wexford PA
What is M2B Retirement Consulting's phone number?
M2B Retirement Consulting's contact number is (412) 688-6427.
What is M2B Retirement Consulting's official website?
The official website of M2B Retirement Consulting can be found at m2b-retirement.com.
How many employees does M2B Retirement Consulting currently have?
M2B Retirement Consulting employs approximately 17+ people
Which industries is M2B Retirement Consulting primarily operating in?
M2B Retirement Consulting operates in the following industries: Finance, Credit
When was M2B Retirement Consulting founded?
M2B Retirement Consulting was founded in 2016.

Employee Directory

Key Employees

Meredith McCaskey

Chief Business Development Officer

Elizabeth Huffman

Director of Operations

Jennifer Kosek- Diaz

Admininistrative Coordinator