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Retirement Policy Advisory Services

Your retirement guide in a complex and changing environment

Understanding and fulfilling your fiduciary duties are among the biggest challenges when managing your company’s retirement plan. At Marsh McLennan Agency, we provide insights to help you navigate a changing regulatory and legislative environment.

How we can help

Our Retirement Policy Advisory Services empower plan sponsors with the insights and support needed to confidently navigate retirement plan management. Here’s what to expect:

  • A dedicated, qualified, and proactive partner
  • Support that adds value for your colleagues and enhances participant outcomes
  • Access to experienced ERISA specialists who analyze and develop tailored plan solutions
  • Ongoing guidance to help you understand your fiduciary duties



Learn about the SECURE 2.0 Act

Explore our video series on the SECURE 2.0 Act changes and learn how to navigate new retirement plan requirements.

Retirement plan deadlines

Stay on top of important dates for your retirement plan with our detailed calendar.

ERISA consulting services

Personalize your workplace culture and inspire your greatest asset—your people. We’re here to help you strengthen your retirement plan with a range of consulting services, including:

Annual reporting and disclosure assistance

Manage administrative tasks and participant disclosures while staying informed about legislative requirements.

Mergers and acquisitions

Navigate through the considerations of mergers and acquisitions to help facilitate a smooth transition.

Compliance and regulatory updates

Stay informed on compliance updates and key information related to your retirement plan.

Annual nondiscrimination testing

Receive guidance on annual coverage and nondiscrimination testing to benefit all employees.

Plan design consulting and fiduciary guidance

Leverage our experience to create a plan that targets successful results and supports your fiduciaries’ duties.

Final distribution

Get consultations on plan termination and final asset distribution to guide your decision-making.

MMA Audit Navigator

Identify your risks and prepare your organization for a Department of Labor audit with our Audit Navigator tool.

Meet Frank, Marsh McLennan Agency’s National ERISA Consulting Leader.

Frank Bitzer

Marsh McLennan Agency’s National ERISA Consulting Leader

Loveland, OH

Meet an ERISA consulting specialist.

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