Marsh & McLennan Agency

Firm Profile

WEBSITE
www.MMA-NewEngland.com

KEY CONTACTS
Andrew Bayliss, AIFA®, CPFAA®, Vice President | Retirement Services
Marsh & McLennan Agency LLC
500 Boylston Street, Suite 300, Boston MA 02116
Tel: (617) 587-2342 | Mobile: (617) 460-1541 | Fax: (617) 236-0909
andrew.bayliss@MarshMMA.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million)

OPTIONS AVAILABLE
Preferred Provider Program
Business Development Consultants
3rd Party Vendor Analysis Tool
3rd Party Investment Analysis Tool
Benchmarking Tools
Participant Advice/Participant Services
CRM/Data Aggregation
Allows Fiduciary Declaration3(21)/3(38)
Custom Risk based/target date models
408(b)(2) in-house or outsourced
Plan feature review/plan design consulting
Consulting on SMAs
Plan sponsor fiduciary training
Stable value analysis
Minimum fee schedules

12 home office employees supporting the retirement business

3rd Party Clearing BD: MMA Securities, Inc.