M BENefit Solutions
Our Services
Experienced service

M Benefit Solutions’ comprehensive services address all aspects of creating and maintaining a nonqualified benefit program that helps align organizational and key executive interests.

360° of Support

Plan Design and Consultation
Funding and Security Solutions
Implementation and Administration

Plan Design and Consultation

The M Benefits team has experience in:

  • Defined contribution retirement plans
  • Elective deferred compensation plans
  • Employer-paid programs
  • Combination employee elective and employer contribution plans
  • Phantom stock plans
  • Supplemental executive retirement plans (SERPs)
  • Long-term incentive plans
  • Executive survivor benefits
  • Supplemental disability benefits
  • 457(f) plans

A well-designed executive benefits program is essential for attracting and retaining top talent.

Strategies to help organizations optimize their bottom line.

Funding and Security Solutions

  • Informal Funding Solutions
    • Insurance
      • Corporate-Owned Life Insurance (COLI)
      • Bank-Owned Life Insurance (BOLI)*
      • Credit Union-Owned life Insurance (CUOLI)
  • Security Solutions:
    • Rabbi Trusts

    * Preferred service provider of the ICBA

Implementation and Administration

Administrative capabilities include:

  • Implementation
  • Plan communications & engagement
  • Participant enrollment
  • Participant statements
  • Online account access
  • Distribution calculation
  • Asset/liability reporting
  • Policy administration
  • Regulatory/Compliance oversight
  • Dedicated participant and plan sponsor support
  • Ongoing consultation and valuations
  • Informal funding management

If you are an existing client, login here to manage your plan.

‹ Back to M Benefits

Clients count on M Benefits for wide-ranging capabilities and an in-depth understanding of rules and regulations.

Get in touch with us at 503.238.1813 or questions@mben.com.

M Benefit Solutions is a wholly owned subsidiary of M Financial Group.

M Benefit Solutions offers securities through M Holdings Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. M Benefit Solutions and M Holdings Securities, Inc. are affiliated companies and subsidiaries of M Financial Group.

M Benefit Solutions is also a Member Firm of M Financial Group

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

Tracking #5435052.1