The MandMarblestone Group LLC is a specialized legal, actuarial, and third-party administration firm focused exclusively on qualified retirement plans. The firm stands out by integrating legal expertise with actuarial science to deliver highly customized, IRS-compliant retirement solutions tailored to each client’s unique business objectives.
Combining deep legal and actuarial experience with the most flexible IRS-approved plan document available, MMG simplifies the complex retirement plan landscape for businesses. The firm is an ideal partner for companies seeking to maximize contributions, ensure regulatory compliance, and align retirement benefits with strategic goals, offering peace of mind through dedicated fiduciary and administrative support.
Services Offered
- Tax attorney services
- Retirement plan design
- Core defined benefit plans
- Legal consulting for ERISA compliance
- ERISA 3(16) fiduciary services
- Actuarial services for retirement plans
- Third-party administration (TPA) for qualified plans
- Plan document preparation and IRS approval
- Annual plan servicing and compliance testing
The firm serves clients nationally from offices in Havertown, Philadelphia, Boston, and Washington, D.C., providing expert guidance to businesses navigating the complexities of retirement plan establishment and management.
