About Us
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 ensure that each client receives the highest level of expertise available.
As trusted retirement advisors in Wexford, our educated and credentialed staff members strive to deliver exceptional quality work and responsive customer service to our clients and referral partners. We believe every client deserves personalized attention — you are 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
Owner/Consultant
Bob founded M2B Retirement Consulting, LLC in September of 2016. Always an organized and hard worker, he spent the first twenty-two years of his professional career building a middling Third Party Administration firm into a large, successful regional firm with a wide variety of services and diverse employee group. Specializing in complex plan design and consulting in both the defined contribution and defined benefit place, Bob has sold thousands of plans in his career. Providing meaningful and understandable advice, Bob has assisted his clients deliver quality retirement benefits to hundreds of thousands of participants improving the private pension system.
Bob has attained multiple professional designations in the American Society of Pension Professionals and Actuaries (ASPPA) including that of Certified Pension Consultant (CPC). Leveraging his education, professional training, and experience, Bob works with numerous referral sources including investment advisors, accountants, attorneys, and other Third Party Administrators and actuaries. In working with Bob, these professional groups can expect and have experienced a commitment to providing value added consulting and service always geared to the client’s best interests. Overseeing all aspects of clients’ plan consulting, Bob is equally comfortable with plans covering a single participant to plans covering several thousand participants. He is involved in the details of design illustrations, careful and meticulous explanations as well as patient client explanations in face-to-face meetings or tele-conference.
Bob’s experience extends to all types of qualified and non-qualified retirement plans. Knowledgeable in all types of qualified DC and DB plans, Bob strives to make the most appropriate design suggestions for each client’s specific circumstances. An expert in new comparability and cross-tested designs, Bob uses the allowable tools to optimize client’s contribution results whatever the goal may be.
M2B offers all types of defined contribution plans and services (including profit sharing, money purchase, 401(k), ESOPs, ERSOPs (ROBS), 403(b) to name several). In addition, M2B maintains defined benefit services including owner-only plans, traditional DB’s, cash balance plans, DB/DC combination plan arrangements, and other actuarial services like ASC 715 (FASB) calculations and reporting. M2B offers other related retirement services such as 457, non-qualified plans, cafeteria and premium-only plans. M2B offers a full suite of plan document services for all of the above plan design types.
M2B offers the following professional alliances, if desired by clients and their referral sources:
Payroll
Fidelity Bond
Auto IRA Cash-Outs
Contact Information
Email : bmcnulty@m2b-retirement.com
Phone : 412.688-6427 ext. 101
Linkedin
ROBERT MCNULTY, CPC
Owner/Consultant
Chief Administrative Officer
With over fourteen years of experience in the Retirement Plan Industry, Molly is familiar with all aspects of the retirement plan process and design implementation, including 401(k), 403(b), 457’s, and extremely large MEP’s. She has administered a substantially large book of business, while managing the training of new employees and quality control of work within the company. Molly is actively involved with the daily administration of several defined contribution plans, while working with a wide range of business owners, assisting in their retirement plan needs.
Molly was born in Canton, Ohio and graduated from Grove City College in May of 2002, earning a Bachelor of Science degree in Finance. She moved to Pittsburgh after graduation to begin her career in the Retirement Plan field. She has earned the Certified Pension Consultant and the Tax-Exempt & Governmental Plan Consultant designations from ASPPA. Molly Balkey is currently Treasurer of the ASPPA Benefits Council of Western PA.
Molly spends her free time with her husband and two young boys. She is also very active in the leadership aspects of her Church.
Contact Information
Office: 412-688-6427 x 102
Email: mbalkey@m2b-retirement.com
MOLLY BALKEY, CPC, TGPC
Chief Administrative Officer
Chief Business Development Officer
Meredith joined M2B Retirement Consulting, LLC in October, 2016 as the Chief Business Development Officer. As the CBDO, she is responsible for identifying new sales prospects, designing processes to drive business growth, maintaining high-level contacts with current and prospective clients, and assisting with design proposals and administration.
Meredith has extensive experience in the retirement plan industry spending the first 15 years of her career with a Pittsburgh-based TPA firm. Over the course of her career, she has handled all aspects of defined contribution plan administration, trained and mentored new employees, and assisted with the detailed review of work products prepared by other Analysts. She has broad knowledge and understanding of complex testing designs, including new comparability and DB/DC combination plan arrangements, IRS correction programs, and new client on-boarding.
With her tenured experience and superior communication skills, Meredith focuses on strengthening relationships and growing the referral network and new business sales. She prepares design analysis for prospective clients, helps to identify cross-selling opportunities for defined benefit plans, participates in client and prospect meetings, and manages a large book of business.
Meredith has attained several professional designations through the American Society of Pension Professionals and Actuaries. These designations include that of Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), and Certified Pension Consultant (CPC). In addition to the ASPPA designations, Meredith is an Enrolled Retirement Plan Agent (ERPA) with the IRS. This designation allows her to represent clients before the Internal Revenue Service with respect to IRS forms under the 5300 and 5500 series.
Meredith graduated from Westminster College (New Wilmington, PA) in 2001 with a Bachelor of Science degree in Mathematics. She and her family (including her golden retriever puppy, Campbell) live in Mars, PA.
Contact Information
Office: 412-688-6427 x 103
Email: mmccaskey@m2b-retirement.com
MEREDITH MCCASKEY, CPC, ERPA
Chief Business Development Officer
Director of Operations
Elizabeth joined M2B in February 2018 bringing with her a passion for the retirement industry along with 21+ years of experience. She is credited through the American Society of Pension Professionals and Actuaries as a Qualified 401(k) Administrator (QKA). Elizabeth graduated with a BS in Business Administration along with a MBA with a focus in Organizational Management and Leadership, both from Methodist University.
Having comprehensive knowledge in areas of plan design, administration, compliance, and IRS tax reporting, Elizabeth has worked with a diverse client base over the years, excelling in 401(k), Profit Sharing, 403(b), Defined Benefit/Cash Balance and MEPs, ranging from small to large audit-size plans.
As an experienced retirement plan administrator, Elizabeth places an exceptionally high emphasis on communication and personalized customer service. Elizabeth strives to establish a professional ease and comfort in working with clients, financial advisors, CPAs, and record keeping vendors.
Prior to joining M2B, Elizabeth’s experience included management of operations for a TPA where she trained and managed a team of retirement administrators and support staff. Elizabeth developed and implemented internal controls, procedures and operations that in turn created effective teamwork. As a result of those efforts, the company and staff surpassed client expectations formulating positive outcomes and future opportunities.
Elizabeth serves on the Board of Directors for the Warren County School District in Warren, PA where she resides with her husband, three sons and their family dog, Tucker. In addition to her service on the WCSB, Elizabeth is an active member at First United Methodist Church.
Contact Information
Office: 412-688-6427 x 108
Email: ehuffman@m2b-retirement.com
ELIZABETH HUFFMAN, QKA
Director of Operations
Actuary
Matt has been working with M2B as a consulting actuary since their founding in 2016, but he officially became an employee in December 2023 and a partner in January 2024. Matt has spent years working on various phases of cash balance and traditional defined benefit plans, from initial plan designs and plan documents to annual calculations and compliance issues to plan terminations. Matt has worked with plans ranging in size from one participant to thousands of participants, as well as with plan sponsors ranging from sole proprietors to corporations to governments. While Matt has spent a lot of time on a variety of plans and plan issues, his primary expertise is with cash balance plans sponsored by small businesses. He has also developed actuarial calculation and other tools over the years to improve internal efficiency and organization. The actuarial industry contains a lot of technical and legal terms that can be difficult to understand, and so Matt takes pride in using his extensive actuarial experience to try to provide communication to plan sponsors and their advisors that is easy to understand, yet detailed.
Matt graduated from Vanderbilt University in 2004 and taught high school math and chemistry for a year. Since 2005, he has been working in the pension plan industry doing actuarial work. Matt's first actuarial job was at an actuarial consulting firm in Cincinnati, where he gained valuable experience under the guidance of several pension actuaries. He then moved on to a defined contribution and actuarial consulting firm in Nashville, where he eventually became the managing actuary for the actuarial department. In 2014, he founded his own actuarial consulting firm, and over the years that evolved into his current position with M2B. Matt is an Enrolled Actuary under ERISA, an Associate in the Society of Actuaries, and a Member of the American Academy of Actuaries.
Matt resides in the Nashville area. Aside from spending time with his wife and four daughters, Matt also enjoys music, running, and gardening.
Contact Information
Office: 412-688-6427 x 148
Email: msolberg@m2b-retirement.com
MATTHEW SOLBERG
Actuary
Community Commitment
