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Retirement Services
 


BFS Group
731 Alexander Road
Suite 203
Princeton, NJ 08540
609-243-9395
Fax 609-243-8921
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BFS is a national firm, headquartered in Princeton, N.J., with 11 Regional Offices and 17 Regional Partners. BFS works exclusively with community and regional banks to create, manage, finance (with BOLI), and service Non-Qualified Supplemental Benefit plans for Top Executives and Directors/Trustees.

See Also Consulting, Associate Member, Financial Services


Dixon Hughes Goodman LLP
111 Rockville Pike, 6th Floor
Rockville, MD 20850
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Dixon Hughes Goodman LLP (CPAs and Advisors) has been serving financial institutions for nearly eighty years and is the largest CPA firm based in the Mid-Atlantic and Southern U.S., ranking among the nation’s top 15 in size in the country. Our Financial Institution Services Group presently serves more than 150 banks across the Mid-Atlantic and Southern U.S., including community, regional and U.S. Top 10 banks. We have 20 partners with an average of 25 years’ experience serving financial institutions and more than 125 professionals dedicated to your industry. We provide external audit, SEC reporting, internal audit, tax compliance and consulting, IT reviews and consulting, Sarbanes-Oxley assistance, FDICIA assistance, merger due diligence, risk assessments, compliance services and FDIC assisted transaction services.

See Also Accounting and Auditing, Associate Member, Asset-Based Lending, Consulting, Financial Services, Human Resources Business Services, Real Estate Services


L.R. Webber Associates, Inc.
P.O. Box 593
Hollidaysburg, PA 16648
814-695-8066
Fax 814-696-3244
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L.R. Webber Associates, Inc. strives to provide MBA members with reliable, efficient and competitive Employee Benefits programs. Our goal is to assist your bank with the design, implementation, enrollment and servicing of your employee benefits program. L.R. Webber’s services are designed to provide employee claims and coverage support while reducing the administration and cost burdens on the human resource department. These services include:

  • Benefit Plan Design and Implementation Strategies
  • Flexible Spending and Health Reimbursement Account Administration
  • Peer Group Comparisons
  • 401(k) and Defined Contribution Plan Design
  • Employee Awareness, Education and Communication

Since its creation in 1976, L.R. Webber Associates, Inc. (LRW) has worked to create a true partnership atmosphere with its clients. LRW, located in Hollidaysburg, PA, brings over 100 combined years of providing first-class employee benefits & retirement plan advisory and administrative experience to the MBA. They believe in a “client-directed relationship” and are committed to helping you create a “Human Capital Connection” that connects one of your greatest assets, your people, to the growth of your bottom line.

See Also Insurance, Associate Member, Employee Benefits Consulting


Pentegra Retirement Services
108 Corporate Park Drive
White Plains, NY 10604
914-912-6719
Fax 914-694-9384
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Pentegra believes that an effective retirement program is one of the most important benefits an organization can offer. Our business was founded 60 years ago by their longest running client relationship - the Federal Home Loan Bank System - and today has grown to encompass more than 500 clients nationwide that include not only community banks, but also corporate clients. Pentegra is a total retirement provider - products and services are all inclusive, whether you are considering adding company stock to your 401(k) program, designing an Executive Benefit arrangement, or reengineering your pension program to meet with changing cost and benefit objectives - they provide clients with total flexibility in terms of plan design and full administrative support. Pentegras goal is to help you design a retirement program that helps you build your business - and your bottom line. Their cost-effective approach affords any size organization the ability to provide a Fortune 500 level retirement program at a fraction of the cost. Nowhere is this more evident than in our indexed approach to retirement plan investing, where our investment management fees are less than half of those charged by the average retirement plan provider. By serving as the principal plan fiduciary for our programs, we're also able to vastly reduce the fiduciary liability associated with running a retirement program - something that no other retirement provider offers their customers.
See Also Associate Member
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Maryland Bankers Association
186 Duke of Gloucester St
Annapolis, MD 21401-2541
(410) 269-5977