The MandMarblestone Group LLC

Firm Profile

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.

Key Contacts

Michael O’Connell, 215-222-5000 x 130,

Felicia Steele, 215-222-5000 x 102,


Est. 1975

State(s) with a Physical Presence

Pennsylvania & Boston

Sponsored Plans Supported


Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • 457
  • Other DC Plans

Target Market

Micro through mid-market plans, professional practices and closely held & family owned businesses

Custodians Used


Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Plan Committee Meetings
  • Enrollment Meeting Support