Founded to provide expert consulting and administrative services for employer-sponsored retirement plans, MBM Retirement Plan Services focuses on plan design, compliance, and ongoing administration for 401(k), 403(b), and other qualified plans. They act as an independent Third-Party Administrator (TPA) to ensure plans remain compliant with ERISA and IRS regulations. In 2021, MBM was acquired by OneDigital, a major national insurance brokerage, financial services, and HR consulting firm, allowing MBM to expand its resources while continuing to provide specialized retirement plan services as part of a larger organization.

Founded in

United States