MMG Team

Who is MMG?

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 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

Robert Mand, Esq.

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.

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.

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 Finance 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.

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.

Jessica Beacham, Esq.

Jessica Beacham, Esq.

Associate Attorney

Jessica joined MMG with a background in contracts law, project management and implementation, and business development. While Jessica’s primary focuses are sales and strategy, she also contributes to the marketing department and legal research team.

Jessica received her JD and MBA degrees from Tulane University.  She previously attended Pennsylvania State University for her undergraduate degree in Film Studies and Communication.  Outside of MMG, Jessica can be found training for her next race or spending time with her husband and son.

Robert Mand, Esq.

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.

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.

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 Finance 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

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, FSPA, CPC, MAAA

Virginia Wentz, EA, FSPA, CPC, MAAA

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 Pension Professional & Actuaries (ASPPA). She has received the designation of Fellow of the Society of Pension Actuaries (FSPA), the highest designation available through ASPPA.

As Director of Actuarial Services, Virginia is in charge of the 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 all 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

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.

Jessica Beacham, Esq.

Jessica Beacham, Esq.

Business Development

Jessica joined MMG with a background in contracts law, project management and implementation, and business development. While Jessica’s primary focuses are sales and strategy, she also contributes to the marketing department and legal research team.

Jessica received her JD and MBA degrees from Tulane University.  She previously attended Pennsylvania State University for her undergraduate degree in Film Studies and Communication.  Outside of MMG, Jessica can be found training for her next race or spending time with her husband and son.

Susan Grifone

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, FSPA, CPC, MAAA

Virginia Wentz, EA, FSPA, CPC, MAAA

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 Pension Professional & Actuaries (ASPPA). She has received the designation of Fellow of the Society of Pension Actuaries (FSPA), the highest designation available through ASPPA.

As Director of Actuarial Services, Virginia is in charge of the 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() 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 all 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.

Kimberly Veitch

Kimberly Veitch

New Plan Implementation Service Team Leader

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

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.

Rachel Karp

Rachel Karp

Service Team Leader

Rachel is a Service Team Leader, where she manages a team of professionals with full responsibility for a portfolio of clients. Rachel’s focus on her professional development has led her to obtain the American Society of Pension Professionals & Actuaries’ (“ASPPA”) Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations. Rachel maintains an active role in ASPPA and heads the Company’s professional training program.

Rachel earned her Bachelor of Science degree in Mathematics (with a minor in Accounting) from Muhlenberg College.  Rachel joined MMG as a Plan Consultant and quickly progressed to her present level as a Service Team Leader. Rachel, her husband and son reside in southern New Jersey.

Stephanie Broncatello

Service Team Leader

Stephanie Broncatello 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.

Stephanie, her husband and daughter can be frequently spotted walking their standard poodle around the streets of Conshohocken

For questions, consultations or a no-fee quote, please contact: info@mand.com or 215-222-5000.