M2B Retirement Consulting
M2B Retirement Consulting is a privately-held firm founded in 2016 and based in Wexford, United States, that provides consulting, administration, and retirement plan design services to plan sponsors with a small team of 1-10 employees.
- Company typePrivate
- Founded2016
- HeadquartersWexford, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What M2B Retirement Consulting does
M2B Retirement Consulting is a privately-held, for-profit firm founded in 2016 and headquartered in Wexford, United States, operating with a small team of 1-10 employees. According to the firmographic record, the company provides consulting, administration, and retirement plan design services, positioning it within the U.S. defined-contribution/defined-benefit advisory ecosystem that serves plan sponsors seeking third-party fiduciary support, plan governance, and ongoing administration. The website domain (m2b-retirement.com) was inaccessible during data collection, returning only a loader/verification placeholder, so no additional first-party disclosure on service lines, fee structure, or client profile was available.
No product detail, proprietary technology, pricing, customer logos, partnerships, certifications, management team, or funding history is present in the source data. The business model cannot be specified beyond the general retirement-plan-consulting archetype, in which boutique firms typically earn revenue through flat or asset-based advisory fees, per-participant administration charges, and one-time plan-design project fees billed to small and mid-sized plan sponsors. Given the headcount of 1-10, the firm operates at boutique scale with limited public visibility and no observable technology stack or differentiation signals beyond the service offering itself.
M2B Retirement Consulting firmographics
Firmographics- Name
- M2B Retirement Consulting
- Website
- https://m2b-retirement.com
- Company type
- Private
- Founded year
- 2016
- Headcount range
- 1–10 employees
- Short description
- M2B Retirement Consulting is a privately-held firm founded in 2016 and based in Wexford, United States, that provides consulting, administration, and retirement plan design services to plan sponsors with a small team of 1-10 employees.
- Ownership category
- akta.pro rank
M2B Retirement Consulting industry classification
Industry- Product category
- Retirement Plan Consulting Services
- NAICS
- Portfolio Management and Investment Advice (52394), Management Consulting Services (54161), Pension Funds (52511)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Employee Benefits Brokerage & Consulting (FSAEADAC)
Keywords
Where M2B Retirement Consulting is headquartered
LocationHeadquarters
- HQ city
- Wexford
- HQ country
- United States
- HQ region
- North America
Markets served
M2B Retirement Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
M2B Retirement Consulting product offering
Product offeringCore offering
M2B Retirement Consulting provides consulting, administration, and retirement plan design services for employers. The firm assists organizations in structuring, implementing, and managing retirement benefit programs for their workforce. As a small 1-10 employee consulting practice founded in 2016, it likely serves small and mid-sized businesses needing outsourced retirement plan expertise.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Consulting
Companies that use M2B Retirement Consulting
Customer profileIdeal customer profiles1 record
M2B Retirement Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
M2B Retirement Consulting partnerships and signals
Strategic signalRecent moves1 record
M2B Retirement Consulting competitors and assessment
Company assessmentBroad incumbents
- Ascensus: Leading recordkeeper and retirement plan services provider offering administration, plan design support, and government/nonprofit retirement programs. Competes with M2B in the administration and plan design layer.
- Empower Retirement: One of the largest U.S. retirement plan recordkeepers, providing administration, investment, and participant services. Represents the scale end of the market that pressures boutique advisors like M2B.
- Schwab Retirement Plan Services: Large recordkeeper and plan services provider serving corporate 401(k) plans with integrated administration and investment platform — a key competitor and potential partner for advisory firms like M2B.
- Fidelity Retirement Plan Services: Major recordkeeper offering full-service 401(k) administration, plan design tools, and investment options — a dominant incumbent that plan sponsors often compare boutique advisors against.
Direct peers
- Milliman: Global actuarial and consulting firm with a substantial retirement practice covering plan design, administration, and pension risk transfer — a broad incumbent in the same advisory space as M2B.
- NFP Retirement: Retirement plan advisory and consulting arm of NFP providing plan design, fiduciary support, and plan administration — closely aligned with M2B's service mix for corporate plan sponsors.
- CAPTRUST: Large RIA specializing in retirement plan advisory, investment management, and plan design for corporate and non-profit plan sponsors. Direct competitor in the same niche as M2B, though at significantly greater scale.
- SageView Advisory: National retirement plan consulting firm offering plan design, investment advisory, and participant services. Directly comparable to M2B's consulting/administration/design bundle, at a much larger scale.
- OneDigital: Employee benefits and retirement advisory firm offering 401(k)/403(b) consulting, plan design, and administration. Comparable mid-market-focused retirement consulting model.
Emerging players
- Vestwell: Fintech platform providing 401(k) and 403(b) recordkeeping, administration, and plan design technology. Emerging player whose automation approach could disrupt traditional boutique advisors like M2B.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
M2B Retirement Consulting social profiles
Digital presenceM2B Retirement Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
M2B Retirement Consulting leadership team
Management profileNumber of profiles
M2B Retirement Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
M2B Retirement Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about M2B Retirement Consulting
What does M2B Retirement Consulting do?
M2B Retirement Consulting provides consulting, administration, and retirement plan design services for employers. The firm assists organizations in structuring, implementing, and managing retirement benefit programs for their workforce. As a small 1-10 employee consulting practice founded in 2016, it likely serves small and mid-sized businesses needing outsourced retirement plan expertise.
When was M2B Retirement Consulting founded?
M2B Retirement Consulting was founded in 2016. It employs 1 to 10 people.
Where is M2B Retirement Consulting based?
M2B Retirement Consulting is headquartered in Wexford, United States, in the North America region.
Who are M2B Retirement Consulting's main competitors?
Broad incumbents on record are Ascensus, Empower Retirement, Schwab Retirement Plan Services and Fidelity Retirement Plan Services. Direct peers are Milliman, NFP Retirement, CAPTRUST, SageView Advisory and OneDigital. Vestwell is listed as an emerging player.
Does M2B Retirement Consulting have an API?
No public API is recorded for M2B Retirement Consulting.
What industry is M2B Retirement Consulting in?
M2B Retirement Consulting's product category is Retirement Plan Consulting Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 52394 and its SIC code is 6282.