Our Qualifications

As a firm with extensive experience in consulting with retirement plans, we understand and proactively address the evolving interests of plan sponsors and their employees.

Our team has the knowledge and the background to make your plan more responsive to the needs of your company and its employees. 

  • We service over 900 retirement plans
  • 401(k), 401(a), 403(b), 457 (b) and (f), Defined Benefit, Profit Sharing, Cash Balance, Non-Qualfied Deferred Compensation, Executive Benefit Plans
  • We help over 100,000 participants
  • Marsh & McLennan Agency has been in business for over 100 years
  • "Top 100 Retirement Plan Advisors" by PlanAdviser Magazine.
  • "Most Successful Retirement Plan Advisors" nominees 2007, 2008, 2010 by Plan Adviser Magazine.
  • Named as "Best Overall" in U.S. among "America's Best Independent Agencies to Work for" by Insurance Journal Magazine.




Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. http://www.planadviser.com/magazinearticle.aspx?id+12987&page=1.