The MandMarblestone Group (MMG) is a group of pre-eminent tax attorneys, actuaries, consultants and third-party retirement plan administrators. Established in 1975, before the fine print of ERISA was drying, MMG has more than 40 years of experience designing, administering and consulting on qualified retirement plans for businesses that need a robust IRS-approved tax-qualified retirement plan structure to meet their business, tax, and financial planning goals.
MMG Team
Who is MMG?
MMG does not offer retirement plan investments or provide investment advice. Rather, we work in conjunction with your investment advisors and accountants to offer best in class retirement plans.
Departments
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Robert Mand, Esq.
Founder
Bob established the firm in 1975 with a distinct purpose – to become a leading provider of customized retirement plan designs for successful business owners. Now, more than 40 years later, Bob and his team of accomplished professionals have helped thousands of clients reduce their income tax by creating a retirement plan structure tailored to meet their individual needs. Bob’s deep knowledge of how to navigate complex tax rules to customize retirement plan designs for business owners and partners of professional service firms has made him a welcome speaker for many accounting, investment advisor and business owner groups. A consummate professional who has earned respect from colleagues and clients across the United States, Bob has received a peer-review AV© rating from Martindale-Hubbell©, the highest rating awarded for legal ability and professional ethics. He earned his undergraduate degree from the Wharton School at the University of Pennsylvania, then went on to earn a law degree from the University of Pennsylvania Law School and a Masters of Law in Taxation from New York University School of Law.
When not working, Bob is an award-winning photographer and avid reader. If you would like to see Bob’s photography and the way that several charities benefit from it, visit: robertmandphotography.org
Kenneth Marblestone, Esq.
Co-Managing Partner
Ken is a highly respected attorney among colleagues and clients for his extensive knowledge of retirement plans, including 401(k) and cash balance pension plans. In addition to overseeing legal document drafting, Ken represents clients before the IRS and Department of Labor to remediate non-compliant plans. Ken also supports attorneys in ERISA litigation, as well as dealing with retirement plans in mergers and acquisitions.
Ken is a sought after speaker who has presented to a wide array of distinguished groups, including the American Retirement Association, the New York Institute of Taxation, the Tax Executives Institute, the New York State Bar Association, and the Pennsylvania Bar Institute. In addition, Ken has contributed articles to many professional publications, including the Journal of Pension Planning and Compliance, Taxation for Accountants and Taxation for Lawyers, and he is currently contributing Tax Practice Notes on retirement plan topics for LexisNexis. His thorough competence and integrity have earned him a peer review AV© rating from Martindale-Hubbell©, the highest rating awarded for legal ability and professional ethics. Currently, Ken serves on the Board of the ASPPA Benefits Council of Greater Philadelphia and is a past president. He graduated with honors from the University of Rochester and received his law degree from Harvard Law School. He is admitted to practice in Pennsylvania, New York and before the United States Tax Court.
Outside the office, Ken has performed with many community theatre groups and serves on various boards of directors.
Ian Haring, Esq.
Co-Managing Partner
Ian is a partner in the firm and oversees all firm operations. He began his career with MMG in 1996 upon graduation from Drexel University. Ian rapidly rose through the firm, becoming an equity partner in 2010. Prior to becoming a partner, Ian was our Executive Director with oversight of the technical operations of the firm, including the servicing of more than 1,400 plans and the leadership of over 40 staff members. Today he spends the majority of his time working with plan sponsors, financial professionals, accountants, and national retirement plan recordkeeping platforms to further integrate plan operation, fiduciary oversight, compliance and tax shelter opportunities. His experience and expertise in the operation and compliance of small and mid-market plans has led to numerous engagements outside of the traditional plan consulting environment, representing individuals, small employers and larger corporations in various ERISA matters.
Ian is a nationally recognized authority on medical group mergers. In addition, Ian finds time to participate in 15 to 20 panel discussions and speaking engagements each year. He earned his B.S. in Accounting from Drexel University and his J.D from the Temple University Beasley School of Law. He is admitted to practice in Pennsylvania, Massachusetts and before the United States Tax Court.
John W. Bonewicz, Esq.
Associate Attorney
John is an associate attorney at the MandMarblestone Group. John’s primary focus is ERISA compliance, designing, drafting, maintaining and administering plans for our clients, including plan documents, amendments and IRS submissions. He is also involved with process management and improvement, analyzing and optimizing methods and practices throughout the firm, with a focus on using IT capabilities to facilitate our clients’ abilities to help maintain their plans’ legal compliance.
John graduated with honors from Temple University Beasley School of Law. He previously attended Central High School in Philadelphia. John lives in Cherry Hill with his wife Rachael, and can typically be found outside of work playing the drums or watching the Philadelphia Flyers.
Alex Hammershaimb
Associate Attorney
Alex is an associate attorney at the MandMarblestone Group. Alex’s primary focus is ERISA compliance and litigation. Alex’s work includes drafting, maintaining and administering plans, IRS submissions, amendments, and other plan documents for our clients. He also works on various litigation-related issues, including ERISA claims, Department of Labor and IRS matters, and audits/investigations.
Alex graduated from Temple University Beasley School of Law and holds an LLM in Banking and Financial Law from Boston University School of Law. He previously practiced as a defense attorney representing various large companies in employment defense, insurance coverage, and other commercial litigation matters. Alex attended Tufts University in Medford, Massachusetts and lives in South Philadelphia with his wife Morgan, and enjoys all Philadelphia sports, reading a good book, and cooking.
Laurel Eng
Paralegal
Laurel assists in the Legal department, with responsibilities in drafting and tracking plan restatements, amendments, and terminations. In addition to document work, Laurel tracks and processes all new sales, assists with firm administrative support, and frequently interfaces with clients.
Laurel holds a Bachelor’s degree in English from Temple University and a Paralegal Certification from Peirce College. She currently lives in East Falls with her husband, Dan, and son, Henry, and enjoys writing, the outdoors, and ballet.
Robert Mand, Esq.
Founder
Bob established the firm in 1975 with a distinct purpose – to become a leading provider of customized retirement plan designs for successful business owners. Now, more than 40 years later, Bob and his team of accomplished professionals have helped thousands of clients reduce their income tax by creating a retirement plan structure tailored to meet their individual needs. Bob’s deep knowledge of how to navigate complex tax rules to customize retirement plan designs for business owners and partners of professional service firms has made him a welcome speaker for many accounting, investment advisor and business owner groups. A consummate professional who has earned respect from colleagues and clients across the United States, Bob has received a peer-review AV© rating from Martindale-Hubbell©, the highest rating awarded for legal ability and professional ethics. He earned his undergraduate degree from the Wharton School at the University of Pennsylvania, then went on to earn a law degree from the University of Pennsylvania Law School and a Masters of Law in Taxation from New York University School of Law.
When not working, Bob is an award-winning photographer and avid reader. If you would like to see Bob’s photography and the way that several charities benefit from it, visit: robertmandphotography.org
Kenneth Marblestone, Esq.
Co-Managing Partner
Ken is a highly respected attorney among colleagues and clients for his extensive knowledge of retirement plans, including 401(k) and cash balance pension plans. In addition to overseeing legal document drafting, Ken represents clients before the IRS and Department of Labor to remediate non-compliant plans. Ken also supports attorneys in ERISA litigation, as well as dealing with retirement plans in mergers and acquisitions.
Ken is a sought after speaker who has presented to a wide array of distinguished groups, including the American Retirement Association, the New York Institute of Taxation, the Tax Executives Institute, the New York State Bar Association, and the Pennsylvania Bar Institute. In addition, Ken has contributed articles to many professional publications, including the Journal of Pension Planning and Compliance, Taxation for Accountants and Taxation for Lawyers, and he is currently contributing Tax Practice Notes on retirement plan topics for LexisNexis. His thorough competence and integrity have earned him a peer review AV© rating from Martindale-Hubbell©, the highest rating awarded for legal ability and professional ethics. Currently, Ken serves on the Board of the ASPPA Benefits Council of Greater Philadelphia and is a past president. He graduated with honors from the University of Rochester and received his law degree from Harvard Law School. He is admitted to practice in Pennsylvania, New York and before the United States Tax Court.
Outside the office, Ken has performed with many community theatre groups and serves on various boards of directors.
Ian Haring, Esq.
Co-Managing Partner
Ian is a partner in the firm and oversees all firm operations. He began his career with MMG in 1996 upon graduation from Drexel University. Ian rapidly rose through the firm, becoming an equity partner in 2010. Prior to becoming a partner, Ian was our Executive Director with oversight of the technical operations of the firm, including the servicing of more than 1,400 plans and the leadership of over 40 staff members. Today he spends the majority of his time working with plan sponsors, financial professionals, accountants, and national retirement plan recordkeeping platforms to further integrate plan operation, fiduciary oversight, compliance and tax shelter opportunities. His experience and expertise in the operation and compliance of small and mid-market plans has led to numerous engagements outside of the traditional plan consulting environment, representing individuals, small employers and larger corporations in various ERISA matters.
Ian is a nationally recognized authority on medical group mergers. In addition, Ian finds time to participate in 15 to 20 panel discussions and speaking engagements each year. He earned his B.S. in Accounting from Drexel University and his J.D from the Temple University Beasley School of Law. He is admitted to practice in Pennsylvania, Massachusetts and before the United States Tax Court.
Thomas W. Hoens, CPA, CGMA
Chief Operating Officer
Tom joined MMG in 2011 with over thirty years of experience in rapidly growing financial services companies. As MMG’s Chief Operating and Financial Officer, Tom is focused on identifying and developing best practices within MMG in all areas of finance, IT, and operations. Tom’s experience in leading financial service companies to scalable, sustained growth has helped MMG to double its annual sales volume and open the Boston office. Additionally, by facilitating and streamlining operations, Tom has driven improvements in our already industry leading customer service.
Tom received his B.S. degree in Accounting from Lehigh University in Bethlehem, PA. He is a member of the New York Society of Securities Analysts, the New Jersey Society of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the American Institute of CPAs. He has held several Board memberships and currently serves on the Board of Advisers for Audio Incorporated.
Virginia Wentz, EA, FSEA, CPC
Director of Actuarial Services
Virginia Wentz joined The MandMarblestone Group, LLC with more than thirty years of experience in the employee benefit field. She is an Enrolled Actuary and a member of the American Society of Enrolled Actuaries (ASEA), sister organization to the American Society of Pension Professionals & Actuaries (ASPPA). She has received the designation of Fellow of the Society of Enrolled Actuaries (FSEA), the highest designation available through ASEA.
As Director of Actuarial Services, Virginia is in charge of actuarial services practice at MandMarblestone. She is responsible for developing sophisticated legal and actuarially compliant combination cash balance and 401(k) plan designs to meet the annual, tax-deductible contribution goals of MMG clients who want to make contributions in excess of 401(k) profit sharing plan limits. Virginia is also responsible for the actuarial certification for MMG’s defined benefit and cash balance pension plans, as well as reviewing defined benefit plan valuations and design studies.
Virginia received her B.A. degree in Mathematics from Seattle University. She resides in Haddon Heights, New Jersey.
Michael O’Connell
Director of Sales
Mike is MMG’s director of sales. His role includes working with business owners and professional practices to design customized retirement plan solutions that solve the problems of reducing taxable income as well as rewarding select employees. Additionally, Mike works with financial advisors, accountants and other professionals to support their efforts to deliver elite solutions to their valued clients. MMG clients need the expertise of financial advisors to grow assets being sheltered and invested inside their MMG customized retirement plans. Mike partners with financial advisors to assist them in increasing their success in the highly competitive retirement services marketplace.
Mike joined MMG with more than 20 years of retirement and financial services industry experience with several of the nation’s leading financial institutions. He received his BA from the University of Richmond. Mike holds professional designations from The American College and The College for Financial Planning. He lives in Princeton, NJ with his wife and daughter. When not working, Mike enjoys spending time on the beach and on his sailboat.
Brian Beloin
Regional Sales Director of Southern New England
Brian joined MMG with extensive experience in all aspects of retirement planning. From advisory services in his time with Webster Investment Services to recordkeeping sales in his time with John Hancock, Brian brings a well-rounded background to his sales approach with MMG.
Hailing from Avon, CT, graduating from Providence College in Rhode Island and living in Melrose, MA, Brian deeply understands the areas he serves. Combining his business management degree from Providence with his years of experience in the industry, Brian works to realize the goals of his clients. As a former college basketball player, Brian spends his free time looking for a good pick up game and following his Friars live.
Brady Palmer
Regional Sales Director of Northern New England
Brady joins MMG with a diverse background in financial services and retirement planning experience. First employed at an institutional fund management company and then with a top-tier record-keeper, Brady has built a strong foundation of knowledge in the retirement space that has helped to deliver unique solutions to clients. He aims to use this diverse background to provide tailored retirement plan solutions to plan sponsors of any size.
Originally from Lake Winnipesaukee in New Hampshire, Brady now resides in Boston, Massachusetts where he received his BS degree from Bentley University. When not working, Brady loves to play ice hockey in the winters and enjoys his time on the water in the summer, but not before he has finished 18 holes of golf.
Suzanne Grifone
Plan Design Specialist
Suzanne Grifone joined The MandMarblestone Group in September of 2003. She began her MMG career as a Plan Analyst and quickly transitioned into the position of Retirement Plan Consultant. Suzanne was able to help scope and define the Consultant role before being promoted to Case Manager, and managing the New Plan Implementation Team for several years. Now as Plan Design Specialist/Case Manager she is responsible for administering a caseload of plans, while also assisting the sales team with contribution projections and retirement plan design for potential clients.
Outside of MMG, Suzanne and her husband Tom reside in Elizabethtown and are the proud parents of two daughters. Suzanne enjoys traveling (when there is time!), watching football, taking photographs and spending quality time with family and friends. Suzanne grew up in southern New Jersey and graduated summa cum laude from The College of New Jersey, with a Bachelor of Science degree in Finance.
Virginia Wentz, EA, FSEA, CPC
Director of Actuarial Services
Virginia Wentz joined The MandMarblestone Group, LLC with more than thirty years of experience in the employee benefit field. She is an Enrolled Actuary and a member of the American Society of Enrolled Actuaries (ASEA), sister organization to the American Society of Pension Professionals & Actuaries (ASPPA). She has received the designation of Fellow of the Society of Enrolled Actuaries (FSEA), the highest designation available through ASEA.
As Director of Actuarial Services, Virginia is in charge of actuarial services practice at MandMarblestone. She is responsible for developing sophisticated legal and actuarially compliant combination cash balance and 401(k) plan designs to meet the annual, tax-deductible contribution goals of MMG clients who want to make contributions in excess of 401(k) profit sharing plan limits. Virginia is also responsible for the actuarial certification for MMG’s defined benefit and cash balance pension plans, as well as reviewing defined benefit plan valuations and design studies.
Virginia received her B.A. degree in Mathematics from Seattle University. She resides in Haddon Heights, New Jersey.
Beth K. Scheffey, EA, MSEA
Consulting Actuary
Beth is a Consulting Actuary at the MandMarblestone Group, llc. Beth joined the MandMarblestone Group in 2020, with over 15 years of experience. Her professional designations include being an Enrolled Actuary (EA) and a Member of the the American Society of Enrolled Actuaries (MSEA), sister organization to the American Society of Pension Professionals & Actuaries (ASPPA). Her core responsibilities include reviewing and certifying actuarial valuations required to determine funding requirements and deductibility of contributions and for expense reporting purposes. Additionally, she provides pension consulting to clients in areas of plan administration and design. She has significant experience with small to mid-sized plans, including cash balance plans and tax-advantaged combined defined benefit and defined contribution plan designs and related qualified plan testing requirements.
Beth received her B.A. degree from The University of Notre Dame. She resides in Allentown, New Jersey, where she is active in the St. Vincent de Paul Society.
Kimberly Veitch
Plan Administration Manager – Compliance and Consulting
Kimberly Veitch joined The MandMarblestone Group in February 2006, advancing to become a Case Manager. As Case Manager, she is responsible for administering a caseload of plans while leading the New Plan Implementation Team with the implementation, administration and communication for both start-up and takeover plans.
Outside of MMG, Kim enjoys researching medical breakthroughs, participating in various charitable/community fundraising events, watching documentaries and spending quality time with family and friends. Kim grew up in Philadelphia and attended Temple University’s Fox School of Business with a concentration in Risk Management & Insurance. She was an active member of Gamma Iota Sigma and Chi Alpha Epsilon Honor Society, graduating with honors. Kim is an active member of the American Society of Pension Professionals & Actuaries.
Glenn Bowman
Service Team Leader
Glenn joined the staff of MMG shortly after earning an Accounting degree from Penn State University in 1996. Glenn’s first position within the firm was as a Plan Analyst where he was responsible for all of the trust accounting for many of our clients. Glenn quickly mastered the requirements of this position and was subsequently promoted to Case Manager. In his current role as Service Team Leader, Glenn is responsible for managing a team of 5 staff members successfully overseeing the compliance and service of a heavy case load of retirement plans.
Glenn is an avid runner and training for his next race.
William Hudden
Plan Administration Manager – Design & Consulting
Bill joined the MandMarblestone Group in 2007 while earning his degree from Drexel University. He mastered various plan administration roles within the firm and now leads a team of professionals in onboarding start-up and takeover plans. Bill is a firm believer in communication, and that it is key to any successful relationship.
Bill resides in South Jersey where he enjoys spending time with his wife, Jenna, and two children, Blake and Harper.
Stephanie Walvoord
Service Team Leader
Stephanie joined MMG after obtaining her degree in Economics from Rowan University. Stephanie has obtained her Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations from the American Society of Pension Professionals & Actuaries (ASPPA), where she is currently a member.
For questions, consultations or a no-fee quote, please contact: info@mand.com or 215-222-5000.