Setting The Bar Higher
OUR FRESH NEW ANGLE OFFERS AN INNOVATIVE BLEND OF EXPERIENCE, TECHNIQUE, HARD WORK, AND DRIVE THAT DELIVERS QUALITY RESULTS AND NEVER FALLS SHORT.
We are a flourishing Third Party Administration Firm providing high-level yet cost-effective consulting and administration for qualified retirement plans.
As an independent, non-producing TPA firm, we team with various professionals to provide the best possible value-added support. Working in conjunction with accountants, investment advisors, ERISA attorneys, and even other TPA's helps to ensure that each client is receiving the highest level of expertise available. Our educated and credentialed staff members strive to provide exceptional quality work and customer service to our clients and referral partners. We want you to be a name – not a number.
Our Unique Approach is Simple
Listening to the goals, needs, and intents of our prospective clients, we strive to learn all we can to help guide them in the right direction.
We customize solutions constructed from what a client wants – not limiting them to a “cookie cutter” formula.
Ultimately, we seek to maximize results for our clients and improve the retirement readiness for its participants.
Meet The Management Team
M2B aims to provide the highest level of knowledge and resources to assist our clients and their advisors in making informed decisions.
MOLLY BALKEY, CPC, TGPC
MEREDITH MCCASKEY, CPC, ERPA
ELIZABETH HUFFMAN, QKA
Community
M2B is proud of its position in the community and is committed to being more than just a for-profit business. M2B encourages its employees to be involved in non-profit charities and causes near and dear to our own hearts. The following are organizations that M2B is proud to support:
