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Retirement & Wealth

Start planning for your employees, your individual needs, or both. Supported by insights from the world’s leading professional services firm, our Retirement & Wealth Management services cover the full spectrum of financial planning.

We listen.

Listening to you is the first step in our process. We aim to understand what you are looking for in a program. Learning about your needs helps us ensure we bring you the solutions that fit your business.

We have size, scale, and depth.

Partner with a company that brings the warmth and connection of your neighborhood boutique firm and empowers it with the global resources of a Fortune 250 company.

We are not just “yes people.”

Work with thoughtful, honest, and strategic partners who commit to helping clients reach their goals.

We have a knowledge-based process.

Utilize our definable processes to build a plan customized to meet your needs.

Our Offerings

From business retirement plans to wealth management solutions for individuals, Marsh McLennan Agency delivers a full spectrum of financial planning and advisement.
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Employer Retirement Plans

Meet the needs of your workforce by delivering impactful 401(k) or 403(b) retirement plans built for your business.

Financial Well-being

Cover every aspect of employee well-being by adding our financial education and guidance to your organization’s wellness offerings.

ERISA Consulting Services

Understand and apply your fiduciary duties with confidence. Use our insights to take on the changing regulatory and legislative landscape.

Wealth Management

Reaching your goals, reducing risk, and protecting what’s important to you can be complicated. We’re here to help make the complex simple.

Financial Education

Turn our knowledge into your power. Utilize a variety of financial security and well-being insight pieces to keep up with the latest trends.


Whether rolling over an existing retirement account or opening a new one, MMA IRA is a seamless, low-cost service for your retirement savings.

Retirement Planning Services FAQ

Enlist Marsh McLennan 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:

  • Fiduciary oversight
  • Plan optimization
  • Employee engagement
  • Investment due diligence

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:

  • One-on-one advisory
  • Personalized investment management
  • Comprehensive financial planning
  • Protection planning and placement

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 financial professionals  with knowledge and experience in the insurance and securities industries, 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. This website is solely for informational purposes.

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment adviser with its main office at 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Investment advisory services additionally offered through MMA Asset Management LLC, a federally registered investment adviser with its home office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, MMA Securities LLC, and MMA Asset Management 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 the investment adviser representatives of both MMA Securities and MMA Asset Management LLC are additionally 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. Advisory services are only offered to clients or prospective clients where MMA Securities and/or MMA Asset Management, and its representatives, are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place.

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

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