Founded in 1997 and headquartered in Portland, Oregon, M Benefit Solutions specializes in creating executive benefit programs designed to recruit, retain, and reward key employees. As a member of M Financial Group, a leading financial services design and distribution company, they leverage proprietary products and a collective expertise to serve their clients. Their core services revolve around non-qualified deferred compensation plans, supplemental executive retirement plans (SERPs), and financing strategies using Bank-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI). The firm provides comprehensive, end-to-end services, from initial plan design and financial modeling to ongoing administration and compliance support.

Founded in

United States