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ERISA Consulting Services

Your retirement guide in an ever-changing and complex environment.

Knowing and applying your fiduciary duties are two of the biggest challenges when managing your company’s retirement plan. At Marsh McLennan Agency, we provide insights that help you take on a changing regulatory and legislative landscape.

How we help with ERISA consulting

Marsh McLennan Agency’s ERISA Consulting Advisory Practice offers communications, legislative insight, and support that help you navigate toward a retirement plan that meets your goals and objectives. With our help, you can expect:


  • A dedicated, qualified and proactive partner
  • Access to experienced ERISA specialists who analyze and develop plan solutions tailored to you
  • Support in giving value to your colleagues and increased participant outcomes
  • Ongoing guidance to understand your fiduciary duties



SECURE 2.0 Education

The SECURE 2.0 Act intended to enhance the American retirement system by both making it easier to participate in employer sponsored retirement plans as well as easing some of the administrative burdens for employers. In our new video series, we broke down recent legislation and shared proactive steps you can take to understand the new requirements and related applicability to your company’s retirement program.

Retirement Plan Deadlines

Never miss a date! As your retirement partner, we keep you informed on key dates related to your retirement plan with this detailed calendar.

ERISA consulting services

Personalize your workplace culture and inspire your firm’s greatest asset – its people. We help you strengthen your retirement plan with a suite of ERISA consulting services that include:

Annual reporting and disclosure assistance

We guide you through the administrative tasks and delivery of participants disclosures, while making sure you are aware of any reporting requirements related to legislative processes.

Mergers and acquisitions

We work with you to navigate through the considerations of mergers and acquisitions.

Compliance and regulatory updates

Stay up to date with all compliance and regulatory updates and important information related to your retirement plan.

Annual nondiscrimination testing

Get consultation on annual coverage and nondiscrimination testing so your plans benefit all levels of employees.

Plan design consulting & fiduciary guidance

Consultation backed by extensive experience helps ensure your specific plan is designed for success. We also work with your plan’s fiduciaries to ensure duties are followed.

Final distribution

We give consultations on plan termination and final asset distribution.  

MMA Audit Navigator

Understand your risks and prepare your organization for a Department of Labor audit with MMA Audit Navigator.

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

Frank Bitzer

Marsh McLennan Agency’s National ERISA Consulting Leader
Loveland, OH

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