Learn How To Customize Your MMC Retirement Plan
Your Transamerica MMC 401(k) plan is a critical component of your retirement. Get a firm understanding of all the options available to you, your risk profile, and how to create a financial plan aligned with your lifestyle.
Learn about penalty-free and tax-deferred distribution options available for your plan that can expand the diversification of investment options, while targeting more competitive rates of return.
Why us? Why now?
Customize your portfolio to fit your personal needs, goals, and objectives. Condon Sullivan Wealth Management & Planning has extensive knowledge regarding the MMC employee benefits package and we can help you to optimize your strategies.
Matthew J. Condon, Kyle E. Anderson and their team provide guidance, education and financial planning services.
How Does Our Service Work for Marsh & McLennan Companies Employees?
Condon Sullivan Wealth Management & Planning, working in conjunction with Mariner Wealth Advisors, is your trusted resource for education, risk profiling, and portfolio management. Matt Condon and his team of Certified Financial Planners® are available to assist you today.
Great investing doesn’t just focus on the finish line—it focuses on the journey. Pershing has your best interest front and center. Clients experience a suite of services & tools including an open architecture platform, asset allocation audits, portfolio benchmark comparison, and more.
MMC is an organization that allows for certain plan distributions while still employed, prior to the age of 59 1/2, without penalty or tax ramifications. This plan allows organizations like Condon Sullivan to rollover and manage a portion of the 401(k) balance in an open architecture IRA designed to fit with your goals.
Proud to Serve Employees of Marsh & McLennan Companies
Questions? Ready to learn more? Contact Us Today!
If you are not sure where to start or if you want to learn more, we’ll gladly answer your questions.
Contact Kyle E. Anderson, BFA™ by phone (781-552-4900) or email email@example.com
This is not a recommendation to purchase any product or security; outlined strategies may not be suitable for all investors. Diversification does not ensure a profit or protect against loss in a declining market. Investing involves risk, including potential loss of principal. Please consult a qualified advisor regarding your individual circumstances. Marsh & McLenn Companies does not endorse the information contained in this flyer. Trademarks belong to their respective owners. Registered Representative of and Securities & Investment Advisory Services Offered Through Hornor, Townsend & Kent, LLC. Registered Investment Advisor - Member FINRA/SIPC . OSJ Address: 16 E. Washington St. Suite 206 | N. Attleboro, MA 02760 | (508)699-7366. Condon Sullivan Wealth Management & Planning and other listed entities are Independent of and unaffiliated with Hornor, Townsend and Kent, LLC. HTK does not offer tax or legal advice. 2769433TM_Nov21