Retirement Services

Navigating Successful Retirement

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.

Learn more about us in this short video.

With more than $58 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.

Contact our Retirement Services Team to learn more about how we work 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:

• Plan Design Strategies and Benchmarking
• Investment Line-up Selection, Monitoring and Recommendations
• Service Provider Oversight and Management
• Employee Engagement and Investment Advice
• Comprehensive ERISA Fiduciary Oversight
• Financial Well-being Education and Advice

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