Retirement Planning

Depending on post-retirement lifestyle choices, employees will need up to 80% of their current income during retirement. Careful planning is needed to design savings vehicles empowering them to reach their retirement goals. MBL’s Benefits Consultants have the experience and expertise to design an ideal plan for each client’s business, drawing from the following tax-incentive plans:

  • Roth 401(k) plans
  • Pre-tax 401(k) plans
  • Money purchase plans
  • Profit-sharing plans
  • Defined benefit plans
  • Simplified employee pension plans (SEPs)
  • Savings incentive match plan for employees (Simple IRAs)

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Executive Planning

Human capital is most businesses largest expense. A well-crafted executive compensation package helps to retain key employees. Combining the following tax-advantaged benefits with nonqualified plans, such as deferred compensation and salary continuation plans, our consultants prepares customized benefits plans for our clients and their key employees.

  • Executive bonus plans
  • Executive Voluntary Disability Insurance
  • Life insurance, including split-dollar plans
  • Non-ERISA Retirement plans (Deferred Compensation)