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.

Employer Retirement Plans

We work with organizations like yours to build a headache-free company-sponsored retirement plan to meet the needs of your workforce.

We recognize that when it comes to the needs of your company and your participants, there’s no such thing as a one-size-fits-all retirement plan. That’s why we do things differently. It all starts with who we are—passionate people dedicated to seeing you and your employees thrive. We take a personalized approach to identifying your goals, and work with you hand-in-hand to build a plan that meets them. For us, retirement isn’t an afterthought. It’s our passion.

Retirement Plan Services Coverage

Our team has the deep knowledge needed to work with you where you are today, and get you where you want to go. From questions about financial well-being tools to fee management, plan compliance to investment management, we have the experience to find the answers you need.

Fiduciary Oversight

Enjoy knowing that every aspect of your retirement solution sets you and your plan participants up for a limitless future.

Plan Optimization

Imagine working with a partner who will take an active role in your plan design, cost management, and participant education.

Employee Engagement

Support your employees to plan for an on-time retirement, providing the knowledge and tools for meaningful investments based on your employees’ needs.

Investment Due Diligence

Although past performance doesn’t guarantee future results, you can feel confident knowing our investment due diligence provides you and the plan fiduciaries with a prudent and defined review process.

Meet Catherine, a retirement plan specialist.

Catherine Hoang

Sr. Account Executive, Retirement Services
Dallas, TX

Featured Events

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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