MMC Benefits Handbook
Edelman Financial Engines
Financial Engines Advisors L.L.C. ("FEA"), an independent federally registered investment advisor, provides retirement advice and planning services. If you have an account balance in the Marsh & McLennan Companies 401(k) Savings & Investment Plan or the Marsh & McLennan Agency 401(k) Savings & Investment Plan, you have access to their three levels of advisory service offerings: Online Advice, Professional Management, and Personal Advisor. These three offerings provide a range of services based on your needs – from Online Advice which is a do-it-yourself online retirement planning option, to Professional Management where Edelman Financial Engines will manage and monitor your 401(k) account and/or Individual Retirement Account (IRA), to Personal Advisor where you work one-on-one with a dedicated personal advisor who handles your entire financial picture—not just retirement. The Professional Management program and Personal Advisor are fee-based options.
If you choose to participate in any of these three Edelman Financial Engines programs with respect to the Marsh & McLennan Companies 401(k) Savings & Investment Plan or the Marsh & McLennan Agency 401(k) Savings & Investment Plan then Edelman Financial Engines will also take your benefit under the Supplemental Savings & Investment Plan into account when providing you with their advisory service.
For information on how the Edelman Financial Engines services work with the Plan, call +1 800 601 5957 or:
- If you are an active employee, go to Colleague Connect (https://mmcglobal.sharepoint.com/sites/Home). Select Pay & Benefits, and click My Pay & Benefits, select Transamerica under Savings & Financial Planning.
- If you are a terminated employee, go to https://careers.mmc.com/global/en/us-benefits and select Transamerica.