Mahoney and Associates Corporate Philosophy


Health and Welfare, Qualified Plans and Executive Benefit management and consulting are the core services we provide. Because we have always tried to select the most highly qualified candidates, we have developed a group of dedicated and highly motivated professionals whose experience and other credentials place them among the best in the business. Academic degrees and professional certifications abound, and include:

Academic Degrees:

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

Professional Certifications:

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

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


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