the MandMarblestone Group, llc

For businesses and individuals across Massachusetts, navigating the complexities of retirement planning can feel like a daunting task. Understanding the nuances of qualified retirement plans, tax regulations, and the intricacies of ERISA law requires specialized knowledge and experience. This is where The MandMarblestone Group, LLC steps in, offering a comprehensive suite of services designed to simplify and optimize your retirement planning journey. With a strong presence in Boston, this esteemed firm has built a reputation for providing tailored solutions that help clients achieve their financial goals while ensuring full compliance with ever-evolving regulations. The MandMarblestone Group, LLC combines legal acumen, actuarial expertise, and dedicated third-party administration to deliver a holistic approach to retirement plan design and management. Their commitment to client success and their deep understanding of the regulatory landscape make them a valuable resource for anyone seeking clarity and confidence in their retirement strategy.

Conveniently situated in the heart of Boston, The MandMarblestone Group, LLC's office is located at Independence Wharf, 470 Atlantic Ave #400, Boston, MA 02210, USA. This prime downtown Boston location offers excellent accessibility for clients throughout Massachusetts and beyond. Independence Wharf is a well-known landmark, easily reachable by various modes of transport. For those utilizing public transportation, the office is a short walk from South Station, a major hub for MBTA subway lines (Red Line, Silver Line), commuter rail services, and Amtrak. This makes it incredibly convenient for individuals commuting from different parts of the city and surrounding towns. If you prefer to drive, the location provides access to major roadways, though parking in downtown Boston can be a consideration. Its proximity to the waterfront and financial district also makes it a central and recognizable point of reference, ensuring a seamless experience for those visiting the firm.

The MandMarblestone Group, LLC specializes in a wide array of services related to qualified retirement plans, designed to meet the diverse needs of businesses and high-net-worth individuals. Their expertise encompasses the entire lifecycle of retirement plans, from initial design to ongoing administration and compliance.

• Retirement Plan Design: They custom-design retirement plans, ranging from straightforward 401(k) plans to complex combination cash balance and profit-sharing plans, to align with specific financial and tax goals. This includes designing plans for closely-held business owners and professional practice employers.

• Qualified Retirement Plan Administration: Comprehensive administration services are provided to ensure the smooth operation of retirement plans. This involves managing participant data, processing contributions and distributions, and maintaining accurate records.

• Legal Consulting: As a firm founded on strong legal principles, they offer expert legal counsel on retirement plan issues, including representation before regulatory agencies such as the Internal Revenue Service (IRS) and the Department of Labor (DOL). They also provide consulting on retirement plan matters in the context of mergers and acquisitions.

• Actuarial Services: With in-house actuarial expertise, The MandMarblestone Group, LLC provides actuarial determinations for annual contributions, particularly for defined benefit and cash balance pension plans. This ensures that plans are designed to meet contribution objectives while adhering to legal requirements.

• IRS Compliance and Non-Discrimination Testing: A core service is ensuring plans remain compliant with IRS regulations. This includes performing necessary non-discrimination testing and preparing and filing government forms, such as Form 5500, to meet all required deadlines.

• Annual Plan Review and Consulting: They conduct proactive year-end reviews to assess if existing plan designs are still optimal and identify potential improvements. This consultative approach helps clients adapt their plans to changing business conditions and personal financial situations.

The MandMarblestone Group, LLC distinguishes itself through several key features that underscore their commitment to excellence and client success:

• ERISA Expertise: The firm boasts a team of highly experienced ERISA attorneys with decades of combined experience. This specialized legal knowledge is fundamental to their ability to navigate complex regulatory landscapes and provide sound advice on qualified retirement plans.

• Flexible, IRS-Approved Plan Documents: They utilize unique, IRS-approved plan documents that offer unparalleled flexibility. This allows businesses to adapt their retirement plans to accommodate changing business conditions and objectives, providing a robust framework for long-term planning.

• Integrated Legal, Actuarial, and Administration Services: Unlike many firms that might specialize in just one area, The MandMarblestone Group, LLC offers an integrated approach. By combining legal, actuarial, and third-party administration services under one roof, they provide a seamless and efficient experience for their clients, ensuring consistency and accuracy across all aspects of retirement plan management.

• Client-Centric Approach: The firm prides itself on understanding that no two clients are alike. They work closely with business owners, accountants, investment advisors, and high-net-worth individuals to develop customized solutions that specifically address their unique goals and challenges.

• Focus on Maximizing Retirement Savings: A primary objective for The MandMarblestone Group, LLC is to help clients defer the legal maximum in retirement plans. This focus on maximizing contributions for owners, family members, and key employees is a significant benefit for their clients.

• Proactive Compliance Monitoring: They maintain a proactive stance on compliance, constantly monitoring deadlines and regulatory changes to ensure their clients' plans remain in good standing with the IRS and DOL, thereby minimizing risk.

While specific, publicly advertised promotions or special offers are not currently listed, The MandMarblestone Group, LLC focuses on delivering value through their comprehensive and specialized services. Potential clients are encouraged to directly contact the firm for an initial consultation. During this consultation, you can discuss your specific retirement planning needs and objectives. This initial engagement allows the firm to understand your situation and demonstrate how their tailored solutions can provide significant long-term financial benefits and peace of mind, which often far outweigh any short-term promotional discounts. Their commitment to maximizing tax deferrals and optimizing retirement savings can be considered a continuous "special offer" in terms of financial advantage.

Connecting with The MandMarblestone Group, LLC is straightforward, whether you're in Boston or elsewhere in Massachusetts.

Address: Independence Wharf, 470 Atlantic Ave #400, Boston, MA 02210, USA

Phone: While some older sources might list a different phone number, the most up-to-date contact information for their Boston office is often found on their official website or through direct inquiries. For general contact, you can reach them at 061-7273-8274.

Mobile Phone: +82 61-7273-8274 (Note: This mobile number appears to be an international format and may require dialing country codes if calling from within the US or may be a general contact number for their services globally, so it's always best to verify the most direct line for their Boston office if immediate local contact is preferred.)

For the most accurate and direct contact for their Boston office, it is advisable to consult their official website or an updated business directory for their Massachusetts branch.

For residents and businesses located throughout Massachusetts, The MandMarblestone Group, LLC stands out as an exceptionally suitable partner for all retirement planning needs. Their Boston office provides convenient access for local clients, allowing for in-person consultations that can be invaluable when discussing complex financial and legal matters. Beyond mere proximity, what truly makes this firm ideal for locals is their specialized focus on ERISA law and qualified retirement plans, directly addressing the needs of Massachusetts businesses, from small family-owned enterprises to larger corporations, and high-net-worth individuals.

Their ability to craft custom-designed retirement plans, combined with their in-house legal and actuarial expertise, means that Massachusetts clients don't need to piece together solutions from multiple providers. This integrated approach ensures a cohesive and compliant retirement strategy. Furthermore, their deep understanding of federal regulations, particularly those enforced by the IRS and DOL, provides peace of mind that plans are not only optimized for financial benefit but also adhere strictly to legal requirements, protecting local businesses from potential penalties.

The MandMarblestone Group, LLC isn't just about managing plans; they are about fostering long-term relationships, offering proactive guidance, and simplifying a process that can often be overwhelming. For anyone in Massachusetts looking for a trusted advisor to help them maximize retirement savings, navigate tax complexities, and ensure the ongoing compliance of their retirement plans, The MandMarblestone Group, LLC offers the expertise, convenience, and dedicated support that makes them an invaluable local resource.