Large Manufacturing Firm:
Huge Obstacles Can’t Stop Successful Retirement Plan Conversion

MMA CS Web FINAL 1Despite intense deadlines, no data files, and a lack of cooperation from exiting employee, Bob Clark and his team at Marsh & McLennan Agency-New England coordinated the seamless transition of a large manufacturing firm’s retirement plan—as well its medical, dental, vision, disability, and other benefits—to deliver lower plan costs and increased retirement plan participation.

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