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Audrey Saavedra
Retirement Plan Consultant at The Mandmarblestone
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Work Experience
Retirement Plan Consultant
Oct 2016 - Present · 8 years and 3 months
Company Details
11-50 Employees
The MandMarblestone Group, llc is the pre-eminent tax law consulting firm concentrating in designing, administering and consulting on qualified retirement plans. Founded in 1975, The MandMarblestone Group has grown substantially by working closely with business owners, accountants, investment advisors and high net worth individuals to help our clients defer the legal maximum in retirement plans for owners, family members and select employees. Based in Philadelphia, MandMarblestone has a branch office in Boston to meet the growing need for our services in the Northeast. The MandMarblestone Group’s unique, IRS-approved plan document provides unparalleled flexibility to companies concerned about accommodating changing business conditions, while reducing income tax and maximizing retirement savings. Our five ERISA attorneys have more than 124 years of combined experience making The MandMarblestone Group one of the leading ERISA practices in the country. Career professionals lead our service teams, each of whom has at least ten years of experience with MandMarblestone. MandMarblestone also provides in-house actuarial services to our clients. Our actuarial professionals have more than 37 years of combined experience. Their consulting skills and actuarial expertise are used to broaden the scope of services we can provide to our clients.
Year Founded
1975
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
2929 Arch St Suite 600 Philadelphia, PA 19104, US
Keywords
401(k) and Profit Sharing PlansDefined Benefit Plansincluding Cash Balance Pension PlansConsultingLegal RemediatioRetirement PlanningTax Efficiency
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