Retirement Services
Retirement services
As a plan fiduciary, we focus on attainable goals for every retirement plan.
- Mitigate Plan Sponsor Risk
- Minimize Fees and Expenses
- Provide “Best in Class” Investment Options
- Increase Plan Participation
- Improve Participant Outcomes
- Improve Financial Well-Being
We provide unique tools and expertise to exceed expectations:
Compliance and Regulatory Updates
In-house ERISA counsel to keep you informed and help you remain complaint
World-class Investment Analytics
Ensure best-in-class investment options
Centre for Fiduciary Excellence (CEFEX®)
Certified fiduciary process mitigates risk and improves outcomes
Mergers & Acquisitions
Experts in plan consolidation solutions for M&A
Employee Communications
Create campaigns to get and keep your employees engaged
Plan Design Optimization
Experienced insights to maximize plan efficiency and effectiveness
Fiduciary Vault
Electronically stores and safeguards plan documents and archives critical Committee decisions
Financial Wellness Solutions
On-line tools, webinars, and videos to promote retirement readiness
Retirement Plan Specialists
Our associates each average 20 years of experience in the retirement plan market
Defined Benefits Plan Investment Management
Assist in funding or de-risking DB plans
RFP, RFI, Benchmarking, and Negotiation
Ensures reasonable fees and proper financing strategies
Non-Qualified Deferred Compensation and Executive Benefit Plans
Customized for your workforce
Our Fiduciary Process – The Global Fiduciary Standard of Excellence
There is only one consolidated, well-substantiated list of fiduciary best practices in the country; the Global Fiduciary Standard of Excellence. This standard has been established by The Centre for Fiduciary Excellence – CEFEX®. CEFEX® Certification is based on ISO principles and auditing methodology. Our process has earned CEFEX® certification, ensuring adherence to the Global Fiduciary Standard of Excellence. This certification is updated through an annual review.
Independent. Experienced. Trusted.
Click here to view our Form ADV Part 2A Brochure for Services to Employer-Sponsored Retirement Plans.
Click here to view our Form ADV Part 2A Brochure for MMA Prosper WiseSM Services.
Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.
We are providing this information to you in our capacity as financial professionals with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.
Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment adviser with its main office at 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Investment advisory services additionally offered through MMA Asset Management LLC, a federally registered investment adviser with its home office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, MMA Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a registered investment adviser through MMA Securities. Certain of the investment adviser representatives of both MMA Securities and MMA Asset Management LLC are additionally registered representatives of MMA Securities.
A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. Advisory services are only offered to clients or prospective clients where MMA Securities and/or MMA Asset Management, and its representatives, are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place.
d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.
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