MMC Benefits Handbook
Requesting an In-Service Withdrawal
To request In-service Withdrawals such as: After-tax, Rollover, Employer Match, MHRS Plan Account, In-Plan Roth Conversion Withdrawal and Age 59-12 Withdrawals, download or request an In-service Withdrawal Form. Go to Colleague Connect (https://colleagueconnect.mmc.com) and click Career & Rewards. Under Find a Document select 401(k) Savings & Investment Plan or call the Employee Service Center at +1 866 374 2662 and request an In-Service Withdrawal Kit.
To request a Disability Withdrawal, download a Disability Withdrawal Form. Go to Colleague Connect (https://colleagueconnect.mmc.com) and click Career & Rewards. Under Find a Document select 401(k) Savings & Investment Plan or call the Employee Service Center at +1 866 374 2662 and request a Disability Withdrawal Kit.
Withdrawals can be paid in cash, in Marsh & McLennan Companies shares or in a combination of cash and Marsh & McLennan Companies shares. You will receive your withdrawal in accordance with your elections on your In-service Withdrawal Form or Disability Withdrawal Form.
Forms received in good order by 4 p.m. Eastern time will be processed on a daily basis.
If you have a valid email address on file, you will receive a confirmation statement via email; otherwise, it will be mailed to your address on file generally within two business days of processing.