Alex Moen CPC

Retirement Plan Consultant

As a Retirement Plan Consultant for Marsh & McLennan Agency (MMA), Alex specializes in Qualified retirement plans including 401k, profit sharing and defined benefit plans.

Alex is particularly versed in the Department of Labor’s ERISA guidelines, as well as IRS rules for retirement plans. Alex collaborates with clients every step of the way, from an initial assessment of the company’s existing plans and current needs, to selecting desirable plan features and strategies for fostering employee participation.

She feels successful when she has met her clients’ expectations and they voice their satisfaction and remain clients. In addition to client retention, Alex believes that success in her job is measured by plan health such as participation or deferral rate increases.

Alex is involved with several professional associations including: the local American Society of Pension Professionals and Actuaries (ASPPA) chapter and is a board member of the Midwest Pension Conference.

Outside of work, Alex enjoys spending time with her family and friends.

 

Securities offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC.  MMA and MMA Securities are affiliates owned by Marsh & McLennan Companies.