Marsh Mclennan Agency

Retirement Plan Advisor

Conshohocken, PA

About Marsh Mclennan Agency

<p>From its retirement &amp; wealth division to its benefits and insurance teams, Marsh McLennan Agency brings retirement plan advisory work into a broader risk and employee benefits platform. The firm reports $692.0B in AUM (2026) and has about 9,500 employees.</p> <p>Headquartered in Conshohocken in the Philadelphia metro area, MMA also has an office in Boston and works with employers across major U.S. markets. It is a subsidiary of Marsh McLennan and operates as an insurance brokerage and consulting firm with business insurance, employee health &amp; benefits, retirement solutions, and private client insurance.</p> <p>For plan sponsors, MMA supports plan design and fiduciary services, including 3(21) co-fiduciary and 3(38) investment manager roles. A practical differentiator is the ability to coordinate retirement plan decisions with benefits and risk management under one firm, which can simplify vendor management and governance.</p> <p>Organizations looking for <a href="/plan-advisors">plan advisors</a> often use MMA for fiduciary guidance tied to broader HR and insurance needs.</p> <ul> <li>3(21) fiduciary services</li> <li>3(38) investment management</li> <li>Plan design support</li> <li>Business insurance and risk consulting</li> <li>Employee health &amp; benefits consulting</li> </ul>

Website: https://www.marshmma.com/

Employees: 9500

Office Locations

  • Boston, MA
  • Conshohocken, PA (Headquarters)

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • Plan Design Consulting

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $692.0B

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