As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

Retirement Services

Giving your employees the knowledge and the platform to reach their financial ambitions is an investment that pays back in dividends.

We listen.

The first step in our process is to listen. We hear what you are saying and aim to fully understand what you are looking for in a program. This ensures we deliver the solutions you both want and need.

We have size, scale, and depth.

We complement a regional boutique firm feel with the unlimited worldwide resources of a Fortune 250 company.

We are not just “yes people.”

We are thoughtful, honest, and strategic partners who engage in a rigorous process to help clients reach their goals.

We have a knowledge-based process.

We use a definable process to build a retirement program that is customized to meet the needs of your workforce demographic.

Featured Events

Click here to view our Form ADV Part 2A Brochure for Services to Employer-Sponsored Retirement Plans.

Click here to view our Form ADV Part 2A Brochure for MMA Prosper WiseSM Services.

Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.

We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein

Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein.

Securities and investment advisory services 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, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations.

d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.

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