Retirement Plan Services in Pittsburgh

We Help Companies Make Retirement Easier

M2B Retirement Consulting is a Pittsburgh based firm providing the full spectrum of retirement plan design, consulting, administration, and compliance to businesses large and small.

Learn More

Your Retirement Plan Concierge

Looking for retirement plan services in Pittsburgh? Whether it be a retirement vehicle aimed to encourage employees to save for retirement or one structured to best maximize the retirement savings and tax deductions for the owner, we can design the appropriate plan for each and every client.

Design

Implement

Administer

Learn More

Learn about our Retirement Plan Specialties

Whether it be a retirement vehicle aimed to encourage employees to save for retirement or one structured to best maximize the retirement savings and tax deductions for the owner, we can design the appropriate plan for each and every client.

Defined Contribution

For-profit company plans, including 401(k), profit sharing, money purchase, and Davis Bacon. Using our expertise in cross-tested designs, we can tailor a plan to meet the unique objectives of our clients.

403(b)

Sponsored by non-profit entities, educational institutions or churches. Knowing the complexities and differences from other DC plans, we can add value and expertise to any 403(b) Plan regardless of size.

Defined Benefit

Including traditional DB, Cash Balance, or sponsored in combination with a DC plan design, this arrangement can significantly increase the owner’s retirement savings ability or provide a meaningful monthly pension benefit.

Specialized

Including (but not limited to) ESOP, ERSOP, ROBS, cafeteria, or non-qualified 457 plans. Unique plans such as an ESOP can be designed to invest primarily in the stock of the sponsoring employer while providing tax benefits for an owner without a buyer or wishing to share ownership with its employees.

We Make it Easier for Retirement Plan Sponsors to Focus on their Business.

As an independent 3(16) fiduciary with TPA expertise, Anchor 3(16) Fiduciary Solutions, LLC handles administrative tasks for retirement plan sponsors, freeing them to focus on their business.

Learn More

Resources

Annual IRS Plan Limits

Click play below to listen to us on WISH FM!

Newsletters

Get In Touch With Us!

We Offer Practical Solution For Your Retirement.

412.688.6427

412.688.6397

info@m2b-retirement.com

Name(Required)

First Last

Phone(Required)

Email(Required)

Message(Required)

    
 
 
       Posted on Google  
   
   Katie Lee 
 
 
 
 Trustindex verifies that the original source of the review is Google. Professional, quick and educated - we look forward to our partnership with M2B.
  
 
      Posted on Google  
   
   Estate Planning Centers 
 
 
 
 Trustindex verifies that the original source of the review is Google. As a busy small law practice with tight deadlines and packed schedules, knowing that we can rely on folks like Bob and Amy at M2B to help administer our retirement plan has been a blessing!
  
 
      Posted on Google  
   
   Mandy Lemmon 
 
 
 
 Trustindex verifies that the original source of the review is Google. M2B has been a pleasure to work with. They have help in every step  of the way and are very knowledgeable with any questions or concerns I have had. I would highly recommend M2B.
  
 
      Posted on Google  
   
   Mary Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. Everyone involved with this has been more than helpful.  I would not have been able to proceed with this process without the guidance I received. Very friendly and so willing to help, I appreciate it so much. High five to Sara Pecora and Rebecca Barfknecht!
  
 
      Posted on Google  
   
   Susan Anderson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I cannot say enough about the professionalism, prompt attention, and assistance I've received from M2B as I transitioned from another 3(16) provider. They have been invaluable in helping me better understand our plan and how it can be managed. Being new to my company and less-experienced managing a 401(k), I appreciate how thorough M2B has been.
  
 
      Posted on Google  
   
   Bryan Hosko 
 
 
 
 Trustindex verifies that the original source of the review is Google. As responsive as any group in the industry. Extremely knowledgeable and easy to work with. Highly recommend!
  
 
      Posted on Google  
   
   Steph Boyer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Amazing company and amazing people! M2B is a leader in the industry and so incredibly knowledgeable and responsive. Would highly recommend!
  
 
      Posted on Google  
   
   Brian Billmeier 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great people to work with and all the industry knowledge you could ever need at a very fair and competitive cost.

We Help Companies Make Retirement Easier

Your Retirement Plan Concierge

Design

Implement

Administer

Learn about our Retirement Plan Specialties

Defined Contribution

403(b)

Defined Benefit

Specialized

We Make it Easier for Retirement Plan Sponsors to Focus on their Business.

Resources

Newsletters

Get In Touch With Us!​

Community Commitment

Get In Touch With Us!