Retirement Plan Solutions for Your Winery

MMA

in partnership with

Wine 401GO

Marsh McLennan Agency (MMA) Retirement & Wealth Services has partnered with Washington Wine Institute and 401GO to bring members access to enhanced retirement planning with a 401(k) Syndicate group retirement plan. As part of the world’s leading risk management, strategy, and benefits firm, MMA has the expertise and resources to help you achieve your goals.

Strength in Numbers

A small business faces an uphill battle when it comes to offering a retirement plan. Higher costs, limited-service, and fewer investment options can make it difficult to provide a competitive 401(k). These factors combined often create operational hurdles and financial stress for employers and employees alike.

Imagine accessing a 401(k) plan with the pricing and features usually available only to larger companies. Our 401(k) Syndicate unites a group of employers – primarily small businesses – to deliver a high-quality, flexible retirement plan powered by innovative Fintech solutions with group-based pricing. So no matter your winery size, MMA works with you to offer solutions that support your employees’ financial futures.

WWI Syndicate Benefits

  • Quick Setup, Payroll Integration, and Efficient Administration
  • Reduced Pricing for WWI Members
  • Outsourced Administrative 3(16) & Investment Fiduciary 3(38) Liability
  • Employee Education & Engagement Programs
  • Flexible Plan Designs for Your Business

What’s Next?

If you’re interested in learning more about what MMA can do for you, contact Retirement Services Consultant Ryan Roe to review retirement options for your winery.

Contact Ryan Roe to review retirement options for your winery.

Ryan Roe, ChFC®, CRPS®, CPFA®

Retirement Services Consultant
(314) 594-2486
Ryan.Roe@MarshMMA.com

Questions about this WWI member benefit? Email marie@wwi.wine.