M2B Retirement Consulting
Curated by SignalRetirement planning consultancy offering tailored solutions for businesses' needs.
Overview
M2B Retirement Consulting is a firm that focuses on retirement planning for both individuals and businesses. The company offers a range of services including retirement plan design, consulting, administration, and compliance. Their clientele includes for-profit companies, non-profit organizations, and specialized plans such as Employee Stock Ownership Plans (ESOPs). M2B assists businesses in establishing or modifying retirement plans, managing daily operations, and ensuring adherence to government regulations. The firm emphasizes understanding the specific goals of each client to help optimize retirement plan structures. M2B has a combined experience of over 40 years, providing support and expertise in technical issues and complex testing methodologies.
Key facts
- Founded
- 2016
- Headquarters
- Wexford, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 15 products and services
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- Commercial model
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