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

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
MORGAN STANLEY 401(K) PLAN MORGAN STANLEY DOMESTIC HOLDINGS, LLC, NY $22.0B 54,084
IBM PERSONAL PENSION PLAN INTERNATIONAL BUSINESS MACHINES CORPORATION, NY $17.6B 43,052
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN EDWARD D. JONES & CO., L.P., MO $12.4B 50,491
ADVOCATE AURORA HEALTH 401(K) PLAN ADVOCATE AURORA HEALTH, INC, WI $10.5B 83,445
T-MOBILE USA, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST T-MOBILE USA, INC., WA $9.1B 69,015
401(k) Retirement Plan Healthcare Sponsor, TX $6.8B 17,515
401(k) Retirement Plan Manufacturing Sponsor, MA $4.4B 61,883
401(k) Retirement Plan Professional Services Sponsor, TN $3.5B 10,253
401(k) Retirement Plan Technology Sponsor, CT $3.4B 6,527

🔒 Want to unlock and download Marsh Mclennan Agency's client list?

Subscribe to Basic or Premium today to reveal and download all 189 client plans.

Subscribe Today
Are you with Marsh Mclennan Agency? Claim your profile to unlock and display all 189 client plans serviced by your firm.

Other Retirement Plan Advisors in PA