Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Boston, MA • mayfloweradvisors.com
New York, NY • marshmma.com
Mayflower Advisors
MMA Securities, LLC
Key Contact(s)
Key Contact(s)
Steven Dimitriou 617.259.1767 • steve.dimitriou@mayfloweradvisors.com Joseph Kendall 617.259.1767 • joe.kendall@mayfloweradvisors.com
Craig Reid 913.553.0923 • craig.reid@marshmma.com
Firm Profile
Primary Market(s) Served
Marsh McLennan Agency (MMA) Retirement Services is one of the nation’s leading retirement plan consulting firms, providing comprehensive services and solutions to organizations of all sizes. Our proactive approach to retirement plan services prioritizes the goals of employers and employees in four distinct areas: Fiduciary Oversight, Plan Optimization, Investment Due Diligence, and Employee Engagement. Part of Marsh McLennan Agency, a subsidiary of Marsh, a global leader of risk management, MMA Retirement Services has more than 20 offices and more than 190 colleagues nationally. Our firm is positioned for significant growth organically and through acquisition.
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Primary Market(s) Served
Options Available
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Firm Profile Mayflower Advisors is a truly independent RIA focused on providing unbounded consulting and advisory services to corporate and not-for-profit retirement plan clients across the country. We have been nationally recognized for our expertise and commitment to service. We believe that education is critical to successful participant outcomes and the key to a well-appreciated employer benefit.
• 3rd Party Vendor Analysis Tool • Other Tools
Options Available • Preferred Provider Program
• Benchmarking Tools
• Recruiter for Retirement Plan Advisors
• Participant Advice/Participant Services
• 3rd Party Vendor Analysis Tool
• CRM/Data Aggregation
• Other Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Custom Risk Based/Target Date Models
• Participant Advice/Participant Services
• Plan Sponsor Fiduciary Training
• CRM/Data Aggregation
• Stable Value Analysis
• Internal Rollover Program
Home Office Employees Supporting the Business
• Allows Fiduciary Declaration 3(21)/3(38)
11
• Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 20
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