Retirement Plan Services

The Benefits Group, LLC (TBG) is an independent financial services company focused on offering retirement plan solutions designed to maximize efficiency, maintain plan compliance, and reduce fiduciary liability exposure. These solutions include, but are not limited to:

401(k) employee deferral plans
Defined benefit plans
ERISA 403(b) plans
Non-qualified deferred compensation plans

Through our key industry associations, TBG has access to extensive resources and expertise in the areas of benchmarking analysis, open architecture plan analysis and design, investment due diligence, and comprehensive employee communications, employee education strategies, and fiduciary oversight.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. The Benefits Group, LLC is independently owned and operated.

The material on this site is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.

The Benefits Group, LLC and its representatives are presently licensed to sell traditional life insurance in AL, AR, FL, GA, KY, NC, PA, VA and TN. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AL, AR, FL, GA, KY, NC, PA, VA and TN. Residents of other states should consult with a local registered representative for securities products.

The Benefits Group, LLC is a member of M Financial Group. Please click here for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

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Retirement Plan Services

Retirement Plan Services