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. With more than $35 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 Services 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:

• Plan Design Strategies and Benchmarking
• Investment Line-up Selection, Monitoring and Recommendations
• Service Provider Oversight and Management
• Employee Engagement and Investment Guidance
• Comprehensive ERISA Fiduciary Oversight

Watch Our Retirement Resources

• Achieving Financial Goals  (13 mins)
• 10 Principles for Long Term Investing (25 mins) 
• Recession Checklist (13 mins)
• Hidden Dangers of Retirement Loans (4 mins)

Investment Basics Brainshark Videos

• The Importance of Rebalancing (4 mins)
• Dollar Cost Averaging (3 mins)