We are available to provide all types of financial planning services, including the decision as to whether to make "Roth" 401(k) contributions or do a "Roth" conversion; pre-retirement planning; educational funding; assistance with IRA "rollovers;" and general financial planning.
Brian has been a valuable member of Mid-Atlantic Benefit Consultants, Inc. since joining the firm in 1990. His primary focus is in the retirement plan area, involving plan design, consulting, compliance and administration.
Brian is an honors graduate from Temple University in Philadelphia with a Bachelor's degree in Business Administration. He has obtained the Certified Employee Benefits Specialist, Qualified Pension Administrator, Qualified 401(k) Administrator professional designations and is an Enrolled Retirement Plan Agent.
Brian lives in Quakertown, PA with his wife, Sue, and twin boys, Trevor and Zachary.
Mark has been involved in the retirement design and administration, insurance consulting, and financial planning areas since 1979. He holds a BA from Washington University in St. Louis (1974), and both Juris Doctor (1978) and LLM-Taxation (1984) degrees from Temple University Beasley Law School in Philadelphia. Mark also holds the Chartered Financial Consultant designation.
Mark lives in Carversville, PA with his wife, Cindy.
We can assist you in reviewing and/or establishing Term or Permanent Life Insurance, top-quality Disability Insurance, Group Health Insurance and Long-Term Care coverage.
Whether you already have a retirement plan or would like to set one up, we can work with you to design and administer a plan that meets your goals and budget.
We provide expertise in plans for small businesses, including medical practices. While many such practices have 401(k) Plans, we also look into "New Comparability" and "Cash Balance" as well as Defined Benefit Pension plan designs to see if they might better fit your financial goals. We also review specific plan designs, such as Roth contributions/conversions that may hold significant tax advantages.
Drawing on experience dating back to the 1970's, Mid-Atlantic Benefit Consultants, Inc. is a full-service employee benefit, insurance and financial planning firm. We are a registered investment advisor with the Pennsylvania Securities Commission and the New Jersey Bureau of Securities.
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