Enlist Marsh Agency retirement planning services for guidance on retirement planning for your employees. Contact us and start securing their retirement.
Retirement planning covers a broad range of investment and wealth management services. Everyone hopes to retire one day. The quality of that retirement depends on how well you plan and invest during your working life.
Both individuals and businesses can make use of retirement planning services. These services help individuals set goals aligned with their desired retirement lifestyle and implement an investment strategy to meet them.
For businesses, retirement planning services provide the external support and guidance needed to create employer-sponsored retirement plans tailored to employees’ needs. Company retirement plans can play a vital role in helping employees feel valued, boosting engagement and retention.
Retirement planning depends on your circumstances. How much you need to save is determined by your desired retirement age and what you plan to do during your retirement years. That is before you encounter any unforeseen life events.
However, there are some popular rules regarding individual retirement planning, such as the $1,000 per month rule created by the financial planner Wes Moss. The rule says that you need $240,000 in your retirement account for every $1,000 you want per month in retirement income. This is based on you accessing 5% of your retirement savings each year.
The benefit of a rule like this is its simplicity. It is easy to remember and doesn’t require charts, graphs, or a calculator. However, critics argue that the rule doesn’t account for people retiring earlier or living longer. Nor does it factor in periods of unusually high inflation and stock market downturns.
Just like individual retirement plans, employer-sponsored retirement plans are not one-size-fits-all. The key is tailoring your company retirement plan to meet the needs and expectations of your employees.
Retirement plans are important to the overall employee health and benefits package. Plans that are relevant and appealing to employees can be key selling points for businesses in an increasingly tight labor market.
We combine the boutique feel of a regional firm with the unlimited worldwide resources of a Fortune 250 company. We are a strategic partner for our retirement planning services clients, leveraging established processes to create tailored plans for businesses and individuals.
Employer retirement plans: You need a partner with the expertise to help you build the right company retirement plan. We take the time to understand your goals and work closely with you to create a plan that meets them. Our company retirement planning services include:
Financial well-being: Add financial education and guidance to your employee wellness offerings. Better-informed employees can make better financial decisions. This can reduce financial stress, helping them be happier, more focused, and more productive. Our research shows that 72% of employees are attracted to companies that care about their financial well-being.
Wealth management: Our wealth managers know that each person’s financial situation, investment priorities, and retirement goals differ. That’s why our experienced and registered investment advisors work closely with each client to tailor their financial plans. Our wealth management services include:
Securities and investment advisory services offered through Marsh Agency Retirement Advisors LLC, member FINRA / SIPC/ MSRB, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Registration as an investment adviser does not imply a certain level of skill or training. Variable insurance products distributed by Marsh Agency Retirement Advisors LLC, CA 0K81142. Certain of our investment adviser representatives are registered representatives of Marsh Agency Retirement Advisors LLC and/or licensed agents or employees of Marsh Agency LLC. Investment advisory services for Prosper WiseTM are offered solely as a registered investment adviser through Marsh Agency Retirement Advisors LLC. Marsh Agency Retirement Advisors LLC and Marsh Agency LLC are affiliates owned by Marsh & McLennan Companies, Inc. A copy of our Client Relationship Summary (Form CRS) and our written disclosure brochures (Form ADV Part 2) discussing our advisory services and fees are available for your review at IAPD - Investment Adviser Public Disclosure - Homepage or upon request. Please consult a tax or legal professional for specific tax or legal inquiries and recommendations. This website does not constitute investment advice or an offer to purchase or sell any securities. Past performance is not a guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place. Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh Agency Retirement Advisors LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.
Click here to view our Form CRS.
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 Prosper WiseTM Services.
Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.
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© 2026 Marsh. All rights reserved.
Investment advisory services offered through Marsh Agency Wealth Advisors LLC, a federally registered investment adviser. Main Office: Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Registration as an investment adviser does not imply a certain level of skill or training. Certain of our investment adviser representatives are registered representatives of Marsh Agency Retirement Advisors LLC and/or licensed agents or employees of Marsh Agency LLC. Securities offered through Marsh Agency Retirement Advisors LLC, member FINRA/SIPC/MSRB and a federally registered investment adviser. Variable insurance products distributed by Marsh Agency Retirement Advisors LLC, CA 0K81142. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Marsh Agency Wealth Advisors LLC, Marsh Agency Retirement Advisors LLC, and Marsh Agency LLC are affiliates owned by Marsh & McLennan Companies, Inc. A copy of our Client Relationship Summary (Form CRS) and our written disclosure brochures (Form ADV Part 2) discussing our advisory services and fees is available for your review at IAPD - Investment Adviser Public Disclosure - Homepage or upon request. Please consult a tax or legal professional for specific tax or legal inquiries and recommendations. This website does not constitute investment advice or an offer to purchase or sell any securities. Past performance is not a guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place. Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh Agency Wealth Advisors LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.
Click here to view our Form CRS.
Click here to view our Form ADV Part 2A Brochure for Institutions.
Click here to view our Form ADV Part 2A Brochure for Individuals.
© 2026 Marsh. All rights reserved.
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