Premier Nonqualified Executive Benefit Strategies
Leveraging decades of experience and combined expertise in the design, informal funding and administration of nonqualified and other specialized executive benefit programs, MullinTBGâs mission is to serve the long-term and increasingly complex needs of companies and their key executives.
Our customized executive benefit services include nonqualified deferred compensation and supplemental retirement plan design and administration, communications and enrollment, informal funding of benefit-related liabilities, compensation consulting, and executive life and disability plans. Through MullinTBG Advisors, a registered investment adviser and MullinTBG company, we provide objective, expert investment advice, comprehensive financial planning and wealth management services to corporate executives and other high net worth individuals.
Drawing on our large scale and strong relationships with institutional partners, we continue to broaden our investment and insurance product offerings, including many developed specifically for the corporate and financial institution marketplace. MullinTBG is a leader in the executive benefits field in furnishing corporate-owned life insurance to a range of clients as well as specialized bank-owned life insurance to financial clients. As a founding member of M Financial Group, an insurance product development and buying syndicate, we can offer M proprietary insurance products with favorable pricing that provide demonstrable value to the client.
MullinTBG is focused on the development of creative compensation and benefit strategies that help companies maximize their investment in executive talent. The firm provides solutions-driven expertise in all areas of executive benefits to offer:
- Customized nonqualified deferred compensation strategies;
- Executive compensation consulting expertise;
- Cost-effective, proprietary informal funding arrangements;
- Legally compliant plan designs that align corporate objectives with performance recognition;
- State-of-the-art plan administration and record-keeping capabilities;
- Comprehensive communication and education programs; and
- Professional financial planning tools and resources that empower plan participants to reach their wealth accumulation, retirement security and tax management goals.
MullinTBG continues to expand our range of services for the executive benefit marketplace to meet evolving client needs. Whether enhancing systems technology for a state-of-the-art experience, introducing clients to new product offerings that improve financial performance or upgrading communication programs to increase plan participation and overall satisfaction, we are on the leading edge of providing high-touch, high-value customer service.
The firm employs 300 professionals with diverse and distinguished backgrounds in human resources, finance, law, securities analysis, record keeping, corporate insurance, executive benefits, public accounting, top-tier consulting, actuarial science, executive communication, corporate governance and information systems.
MullinTBG operates two client service centers: one in our Los Angeles headquarters and the other in Chicago. We also have regional offices in Baltimore, Boston, Dallas, New York and Newport Beach, Calif.
Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member NASD and SIPC. MullinTBG and MullinTBG Insurance Agency Services, LLC are owned and operated independently from M Holdings Securities, Inc.
