Planning for retirement can be a major challenge. Managing a 401(k) or 403(b) plan for your employees can be an even greater challenge, one that comes with significant fiduciary responsibility and liability. Marsh & McLennan Agency helps you navigate uncertain waters to create a successful 401(k) or 403(b) retirement plan for your organization. With more than $5 billion in assets under advisement, our investment advisory team’s in-depth understanding of retirement strategies, prudent investment options, fiduciary responsibility, employee education and regulatory policies including ERISA Section 404(c) helps you execute a plan to provide optimal value and benefit for your employees.
We collaborate with you each step of the way, from an initial assessment of your company’s retirement plan and current needs, to selecting desirable plan features and developing an Investment Policy Statement, and fostering employee participation.
Our Retirement Consulting Team works with you to increase participation rates and maximize salary deferrals. The more your employees know about what they have to gain, the more likely they are to participate. And participation is what teamwork is all about.
Our Retirement Services solutions include:
Introducing MMA OneRetirement, a simplified, all-in-one retirement program that is easy to administer, compliant, and cost competitive. MMA OneRetirement is the buffer between you, the Department of Labor, and the IRS.
Our advisors are available to help you with any issues or concerns you may have and will respond to your inquiry within 48 hours. We look forward to being of assistance.
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan. Read more
How serious is the problem of financial stress? Seventy-seven percent of Americans live paycheck to paycheck, 41% give themselves a C, D or F in personal finance, and 28% don’t pay their bills on time,2 according to citations in a recent white paper from Financial Fitness Group. Read more