MassMutual Financial Group – (RK)

Firm Profile

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

KEY CONTACTS
Sales: 1 (800) 874-2502, Option 4
Service: 1 (800) 528-9009

WEBSITE www.MassMutual.com/Retire

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

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/15
401(k): 26,400/1,873,396
403(b): 3,112/220,022
Money purchase: 539/104,044
457: 1,731/220,161
NQDC: 443/53,369
Defined benefit: 989/210,021
Other: 415/119,117

PLANS BY CHANNEL (Direct/Advisor): 0/100%
Platforms used: SunGard, DST Systems, Proprietary RK System

ADVISOR SUPPORT SERVICES
Compliance support, plan benchmarking, target-date evaluation tools, training for DC plan sales/service, investment committee meetings

PARTICIPANT SUPPORT SERVICES
Retirement income estimates/projections, in-plan lifetime income options, rollover services, call center support, Facebook page, smartphone access to participant balances and transactions