Health & Welfare, Qualified Plans and Executive Benefit management and consulting are the core services we provide. Applying a “Best in Class” approach to hiring has resulted in a tremendous team of business professionals with a strong propensity for employee benefits.

Under the heading of Professional Management, we employ:

• JD (Juris Doctorate/Attorney)
• ASA (Actuary)
• MAAA (Actuary)
• EA (Actuary)
• CPA (Certified Public Accountants)
• MBA (Masters in Business Administration)
• MS (Masters of Science)
• BBS (Bachelors of Business Science)
• RSN (Registered Nurse)
• CNA (Certified Nurse Assistant)

Focusing on the employee benefits arena, we have on-staff:

• CEBS (Certified Employee Benefits Specialists)
• HIA (Health Insurance Associates)
• CLU (Chartered Life Underwriters)
• PHR (Professional in Human Resources)
• SPHR (Senior Professional in Human Resources)
• CMS (Compensation Management Specialist)
• LUTCF (Life Underwriter Training Council Fellow)
• ChFC (Chartered Financial Consultant)
• AIF® (Accredited Investment Fiduciary)

Keeping Current - M&A and its professional staff maintain active memberships in a diverse combination of professional organizations:

• The International Foundation of Employee Benefit Plans
• The Society of Human Resource Managers
• The American Association of Life Underwriters
• The Association of Health Insurance Advisors
• The National Association of Life Underwriters
• The American Academy of Actuaries
• The Society of Actuaries
• The Million Dollar Round Table
• The Nautilus Group
• The Profit Sharing Counsel of America