What Does MMG Do?

If you could, would you ...

  • Provide performance incentives for staff members who are most important to your success... and be able to change how you do it each year?
  • Retain your most talented employees longer?
  • Shift company dollars from taxable bonus programs to the tax-deductible 401(k) plan?
  • Do no harm to your employees?

And if you did, what does it mean for you ...

  • Accumulating $1.4 million in your individual 401(k) plan account over the next 15 years, tax deferred.
  • Accumulating $2.2 million in the next 20 years.
  • Defer over $435,000 in personal income taxes over the next 20 years.

Why aren't you doing this?

When you think about retirement plans - which we’re certain is not very often – “WOW!” is not likely the first word that comes to mind.  However, our clients say this to us all the time.

The MandMarblestone Group’s retirement plan designs offer compelling alternatives to basic 401(k) plans, providing exceptional financial advantages to owners of successful businesses and professional practices. MMG clients typically shelter more than $40,000 per year for each favored employee.

Our team of professionals, which includes some of the brightest minds in retirement tax planning today, have developed a customized, IRS-approved 401(k) plan design that specifically prioritizes the needs of business owners. 

For clients who want to save more than $50,000, MMG’s knowledgeable team knows how to help!  We can increase savings for such clients – often by two or three times – through the addition of defined benefit or cash balance pension plans.

MMG also provides expert legal assistance for businesses with retirement plans that are at risk of IRS disqualification.  As a result, we have helped hundreds of businesses avoid significant taxes, penalties and possible criminal sanctions.

The MandMarblestone Group does not offer retirement plan investments or provide investment advice, but rather we work in conjunction with your investment advisors and accountant to offer best in class retirement plans to our clients. 


Continue to Step 2: How come I don’t know about this?

Step-by-Step Guide:

  1. What Does MMG Do?
  2. How come I don’t know about this?
  3. Before & After
  4. Still too good to be true?
  5. Get a free analysis

“This really works! I save the maximum allowed each year, and as a result, I will be able to retire earlier than planned.”

Fashion Accessory Wholesaler, MMG Client since 1999

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