Marsh & McLennan Agency Retirement Services

CONNECT

Address:

9171 Towne Centre Drive Suite 500
San Diego, CA 92122

Phone:

858-587-7556

Fax/Other:

858-909-9755

Our Service Process

Our service process is based on four actions that never change:

 

EACH AREA OF PLAN ACTIVITY CYCLES THROUGH THE FOUR-POINT PROCESS

The four-point process is cyclical, returning to the beginning of the chain whenever something significant takes place: a change in plan design, a change in company ownership, a regulatory update, and so on.

START THE CYCLE OVER WHENEVER A SIGNIFICANT CHANGE TAKES PLACE

Whenever a significant change happens, it is important to Evaluate how it will affectthe plan, Decide on what actions to take, Document those decisions, and, finally, Monitor the results of the new actions.

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