Marsh & McLennan Agency retirement services team had another strong year in 2019, receiving multiple national awards and accolades. The practice group received two team awards, and multiple colleagues received individual awards. These awards were announced throughout 2019 and into the first quarter of 2020. They reflect the collective efforts put forth in 2019.
401 Top Retirement Advisors: Multiple retirement advisors across the regions are recipients of Financial Times top 401 financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. FINANCIAL TIMES
- Andrew Bayliss, Senior Vice President – New England region
- James Hageney, Practice Leader – Trion region
- James McQuillan, President – Upper Midwest region
- Ryan Stover, Principal – West region
- Renn Williams, Vice President – Southeast Region
- Gene Webber, Senior Fiduciary Consultant – Trion region
- Marc Zimmerman, Director - Southeast region
“Aces”: Top 100 Retirement Plan Advisors under 40: Doug Kublin and Andrew Ziergiebel of New England are NAPA’s Top Retirement Advisors under the age of 40. Doug receives this award for the second consecutive year, while Andrew earns his third consecutive year on this highly sought after list. NATIONAL ASSOCIATION OF PLAN ADVISORS
Top Women Advisors Rising Stars: Sara Carvalho and Lisa Buffington of New England named as two of NAPA’s Top Women Advisors Rising Stars. “Rising Stars” category acknowledges those who may have been retirement plan advisors for five years or less, although many have been in “the business” longer. NATIONAL ASSOCIATION OF PLAN ADVISORS
Top DC Advisor Multi-Office Firms: For the second year in a row, Marsh & McLennan Agency is a Top DC Advisor Multi-Office firm by NAPA. This award highlights firms with more than one office/physical location, and with more than $1 billion in DC assets under advisement. NATIONAL ASSOCIATION OF PLAN ADVISORS
Top 100 Retirement Plan Advisers Marsh & McLennan Agency, for the third year in a row, is a Retirement Plan Adviser’s Top 100 Retirement Plan Advisers as a mega team, defined as 36 or more team members.
“Nationally, Marsh & McLennan Agency Retirement Services continues to become a more dominant and recognizable firm in the retirement plans industry. In 2019, we acquired Centurion Group, one of the elite regional practices in our space, and we couldn’t be more excited they are on our team,” said Craig Reid, National Retirement Practice Leader. “We were also recognized as a top defined contribution, multi-office team for the second year in a row. By embracing the value of collaboration and leaning into the power of the collective, MMA Retirement Services is gaining momentum very quickly!”
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.