Innovative Executive
Benefit Solutions
When you partner with MBS, you’ll get the industry-leading tools and services to improve your executive deferred compensation plan and employer outcomes, while helping reduce costs. Benefit from exclusive access to differentiated products and services founded on experience, innovation, collaboration and leadership that has guided our clients for more than 40 years.
What Sets Us Apart
What sets MBS apart? Through a powerful combination of independence and deep industry knowledge, we are dedicated to creating dynamic financial strategies that help drive success.
• Core Focused – Nonqualified Executive Benefits (409A Plans)
• Long-Term Client Relationships
• Innovative and Results Oriented
• Independent and Unbiased
What Sets Us Apart
What sets MBS apart? Through a powerful combination of independence and expertise, we are dedicated to creating dynamic financial strategies that drive success.
> Core Focused – Nonqualified Executive Benefits
(409A Plans)
> Long-Term Client Relationships
> Innovative and Results Oriented
> Independent and Unbiased
of the Fortune 1,000 and
Global 1,000 are clients
Deferred compensation, life, and disability plans
Billion in assets
under management
Years – Average Client Tenure
of the Fortune 1,000 and
Global 1,000 are clients
Deferred compensation, life, and disability plans
Billion in assets
under management
Average years of client service and counting
As of 12/31/2023
Using a consultative and collaborative approach, we help you recruit, reward and retain key executives to improve long term profitability of your businesses.