For most successful companies, retirement plans are more than just a good idea. They are necessary to attract and retain the caliber of people you need to stay successful. But managing qualified retirement plans can be complex and time consuming – tax laws change regularly and regulations are often quite confusing.
The typical executive is so focused on today’s business that when tomorrow comes they are unprepared. Marsh & McLennan Agency formerly Benefits Resource Group makes sure retirement doesn’t take you by surprise by creating and managing plans for you and your employees. Whether our analysis shows you’d be best served with IRAs, 401(k), profit sharing, cash balance plans or a combination of qualified options, we’ll fashion a strategy to protect your company today and in the future.
Performance Backed by Experience
Retirement plans have been a key aspect of our portfolio of services for over 30 years. Our team of experienced professionals is here to counsel, supervise and administer the plan that’s right for you.
Sharing Retirement Responsibility
As the fiduciary responsibilities associated with proper oversight of your 401 (k) plans become increasingly difficult and time intensive, Marsh & McLennan Agency formerly Benefits Resource Group provides co-fiduciary support you can rely on. We utilize independent third-party programs to evaluate funds based upon your investment policy statement criteria, safeguarding the recommendation of funds from any perceived conflict of interest. And we accurately assess and thoroughly document your plan expenses to guarantee they are reasonable and commensurate with the marketplace. At Marsh & McLennan Agency formerly Benefits Resource Group, our job is to ensure that you are meeting all of your fiduciary responsibilities and help you establish a foundation the goes beyond conventional security.
- Defined contribution
- Profit sharing
- SEP IRA
- Defined benefit plans
- Cash balance plans
- Actuarial services
- Fiduciary audits
- Full Service from Start to Finish
Marsh & McLennan Agency formerly Benefits Resource Group’s in-house team of professionals has more than 150 years of combined knowledge and expertise in a host of benefit and financial areas. We draw upon our collective skills to provide you with the industry’s best service, from initial analysis to strategy implementation and beyond. Finally, a nationwide network of over one hundred different partners from various disciplines supports our in-house experts, providing industry analysis, superior underwriting, access to the best products and much more.
Don’t wait until the last minute. Contact Marsh & McLennan Agency formerly Benefits Resource Group today and discover just how bright the future can be for your retirement. Fill out the form below for an immediate response.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Marsh & McLennan Agency formerly Benefits Resource Group is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.