Niche Market Focus Marshall & Moss specializes in auditing, consulting, plan administration for labor organizations and Taft-Hartley employee benefit plans, creating a sales opportunity to expand within unions and multiemployer funds in the Northeast and to upgrade services to full-cycle plan administration and governance.

Plan Administration Upsell With a complete portfolio including plan administration and related services, there is opportunity to upsell end-to-end plan management, fiduciary advisory, and regulatory reporting to existing clients and to neighboring funds seeking integrated services.

Compliance & Governance The focus on high ethical standards and specialized clients suggests a need for enhanced compliance, regulatory updates, and SOC attestation services; position as trusted advisor for risk management and audit readiness.

Digital Transformation Tech usage signals openness to modern tooling; offer data analytics, automated reporting, and cloud-based financial systems integration to improve accuracy and efficiency in fund reporting and financial planning for labor funds.

Regional Growth Based in Westbury, NY with a mid-market revenue profile, pursue growth by targeting Northeast labor organizations and expanding service footprint, potentially hiring additional staff to scale capabilities and support larger funds or more clients.