Retirement Plan Design & Administration Services
Offering attractive benefits and retirement plans is crucial to recruiting and retaining a loyal and effective workforce. An attractive benefits and retirement plan can have the added benefit of reducing an employer's tax burden significantly. Analyzing the choices, and the legal, tax and reporting implications of each, can be daunting. At Dermody, Burke & Brown (DB&B), we specialize in helping our clients determine their needs, compare their options, and build custom benefits packages and retirement plans to meet their unique objectives.
DB&B's Retirement Plan Design & Administration Services Group has administered plans for companies ranging from one individual up to large multi-location firms. With combined experience of over 75 years and continuous education and training, we have the knowledge needed to design and administer a plan that is beneficial for your company.
In an independent survey, 97% of clients rated our department positively and would recommend DB&B to other companies that need similar services. We work as a cohesive team under the guidance of a Certified Public Accountant specializing in the tax and benefits area to ensure our clients receive highly responsive expert advice. Our memberships in The American Institute of Certified Public Accountants (AICPA), The New York State Society of Certified Public Accountants (NYSSCPA), and The Society for Human Resources Management (SHRM) help our staff to maintain skills and increase knowledge, giving us access to a network of professionals on whom we can call should an unusual issue arise.
We offer customized plan design, individualized attention, and the ability to work with any investment manager/broker of your choice.
Tina is a Senior Manager at Dermody, Burke & Brown in the Retirement Plan Design and Administration department. As an employee at the Firm for over fifteen years, her seasoned experience in the Industry allows her to efficiently design, prepare and administer retirement plans for a variety of clients. Tina personally meets with clients and staff to discuss employee benefit options and assists the CPA Firm with their audits of employee benefit plans. Tina is proactive in her retirement planning approach and attends educational seminars to keep abreast of the many changes that occur within the industry.
Tina is a graduate of Hartwick College and a leading member of Dermody, Burke & Brown’s Young Professional Committee and Wellness Committee. She is a board member and Finance Committee member of the Gingerbread House of Syracuse, a board member and Secretary of the Thousand Island Park Cottage Owners Association, Inc., a member of the United Way of CNY Young Leaders United, and is actively involved with the Blessed Sacrament School. Tina is a 2016 graduate of the Nourishing Tomorrow’s Leaders Program, designed to increase the diversity of not-for-profit boards and leadership in the Central New York area. She is also a 2016 40 Under Forty Honoree.
Mary Beth Madlin
Mary Beth has been with Dermody, Burke & Brown since 1985. As a Senior Manager of the Retirement Plan Design and Administration department, Mary Beth focuses on all facets of retirement planning from plan design to daily administration. She specializes in managing define contribution plans and provides on-going administration of retirement plans for a range of clients.
Mary Beth also provides outside consulting services and reviews plan design, cost structure and administrative practices. Mary Beth is a graduate of Bryant & Stratton College and continues to shape her thirty-two years of knowledge in the industry by attending continuing educational seminars.