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Non-Qualified Plans Meridien Benefits, Inc. is a leader in the conceptual design, financial
performance analysis and product negotiation of bank owned life insurance and corporate owned life insurance used as a financial vehicle to fund executive benefit programs and other non-qualified, employer sponsored benefit plans.
Qualified Plans Meridien Financial Group, Inc. is a leading source for qualified, employer
sponsored retirement plans.– Proprietary Process for analyzing and enhancing retirement plan systems.
Life Disability and Business Insurance Corporate Insurance for Businesses to protect Key Employees and Business
1975Meridien founded as operating company for sales and service of life insurance products to corporations and affluent individuals.
Meridien co-founded New England Trust Company. In just 10 years assets under management grew to over $1 billion. Sold to First of America (National City Bank).
1980Pension Services, Inc. founded as wholly-owned subsidiary to provide actuarial, administrative, record-keeping and comparative services for over 500 qualified retirement plans.
1982Meridien Financial Group, Inc. formed. A FINRA Broker-Dealer focused in asset gathering for 401(k) and other qualified retirement plans.
1990Firm becomes member of the M Financial Group.
1997Firm perfects its proprietary process for 401(k) system(s) asset gathering.
2000Firm’s 401(k), investment assets and insurance assets under management exceeds $500 million.
2005 to presentMeridien Benefits is endorsed by SBANE as its 401(k) provider.
2007Meridien Team is selected by Plan Sponsor Magazine as one of the “Best of the Best” and most successful retirement plan advisers in the nation.
Over 30 years of Qualified Retirement and Executive Benefit plan experience.
Providing services to over 400 corporate clients. Developed proprietary plan provider selection and monitoring process
for plan sponsors. Custom communications programs for executives and employees,
including announcement letters, educational seminars and one-on-one informational meetings.
Client advocate for plan sponsors. Dedicated Design, Installation and Service teams. Ongoing Client Relationship Managers. Visit us at www.meridienonline.com.
The nation’s most influential buying consortium of employee benefits and insurance services for corporations, highly compensated executives and affluent individuals.
Premium revenue written by the 100 plus M offices would rank M as the largest carrier in the United States. (Over $1.2 billion in 2008.)
There are over 100 Member Firms of M Financial Group, carefully selected from among the country’s most successful financial services firms.
Member supported in-house actuarial department. Product analysis. Continuing carrier due diligence. Proprietary products. Private Placement products.