Retirement Services

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Planning for retirement can be a major challenge. Managing a 401(k) or 403(b) plan for your employees can be an even greater challenge, one that comes with significant fiduciary responsibility and liability.  Marsh & McLennan Agency helps you navigate uncertain waters to create a successful 401(k) or 403(b) retirement plan for your organization. With more than $5 billion in assets under advisement, our investment advisory team's in-depth understanding of retirement strategies, prudent investment options, fiduciary responsibility, employee education, and regulatory policies, including ERISA Section 404(c), helps you execute a plan to provide optimal value and benefit for your employees.

We collaborate with you each step of the way, from an initial assessment of your company's retirement plan and current needs, to selecting desirable plan features and developing an Investment Policy Statement, and fostering employee participation.

Our Retirement Consulting Team works with you to increase participation rates and maximize salary deferrals. The more your employees know about what they have to gain, the more likely they are to participate. And participation is what teamwork is all about.

Our Retirement Services solutions include:

  • Plan Design Strategies and Benchmarking
  • Investment Line-up Selection, Monitoring and Recommendations
  • Service Provider Oversight and Management
  • Employee Engagement and Investment Guidance
  • Comprehensive ERISA Fiduciary Oversight

Inquire now!  Our advisors are available to help you with any issues or concerns you may have and will respond to your inquiry within 48 hours. We look forward to being of assistance.

Kevin Duffin, CLU
Retirement Plan Specialist
409 E. Monument Ave., Suite 400
Dayton, OH 45402
Local: 937 285 8205
Toll Free: 800 949 1167 x 8205
Email: kduffin@summitbrokerage.com  |  Kevin.Duffin@mma-mw.com

Cameron Neiheisel
Investment Professional
409 E. Monument Ave., Suite 400
Dayton, OH 45402
Local: 937 285 8021
Toll Free: 800 949 1167 x 8021
Fax: 212 948 6576
Email: Cameron.Neiheisel@mma-mw.com

Registered Representative of and securities offered through Summit Brokerage Services, Inc., a member of FINRA/SIPC and investment advisory services offered through MMA Securities.  Marsh & McLennan Agency (MMA) is not associated with Summit Brokerage Services, Inc.