Corporate Services
We've collaborated with small and middle-market companies to publicly traded corporations; our extensive expertise spans various organizational landscapes.
Our corporate services and employee resources are designed to meet your organization's unique needs.
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3(21) and 3(38) Fiduciary Services
ERISA Guidance and Support
ESOP Consulting
Fee Benchmarking
Fiduciary Training
Investment Menu Design
Investment Policy Design & Review
Investment Manager Search & Selection
Meeting Minutes
Performance Reporting & Monitoring
Plan Design Consulting & Benchmarking
QDIA/Target Date Suitability
Vendor Search and Selection
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Asset Allocation
ERISA Guidance and Support
Fee Benchmarking
Fiduciary Training
Investment Policy Design & Review
Liability-Driven Investing & Glidepath Development
Manager Search & Selection
OCIO
Pension Risk Transfer Consulting
Performance Reporting & Monitoring
Trustee/Custodian Search
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Employee Enrollment Support
Group Education
One-On-One Employee Meetings
Program Design & Implementation
Technology Vendor Search & Selection
Terminated Participant Services
Topical Workshops
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Asset Allocation
Discretionary Investment Management
ESG Investing
Fee Benchmarking
Investment Policy Design & Review
Manager Search & Selection
Nondiscretionary Investment Advice
OCIO
Performance Reporting & Monitoring
Trustee/Custodian Search
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Employee Communication Strategies
ERISA Guidance and Support
Retirement Plan Due Diligence
Vendor Analysis and Negotiation
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Fee Benchmarking
Investment Menu Design
Performance Reporting & Monitoring
Plan Design Consulting
Plan Financing & Security
Vendor Search and Selection
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529 Plans
Emergency Savings Accounts
Employer Sponsored Financial Planning
Key Employee Benefits
Student Loan Programs
Supplemental Disability Insurance
Supplemental Life Insurance
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.