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.

    • 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

    • 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

    • Employee Enrollment Support

    • Group Education

    • One-On-One Employee Meetings

    • Program Design & Implementation

    • Technology Vendor Search & Selection

    • Terminated Participant Services

    • Topical Workshops

    • 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

    • Employee Communication Strategies

    • ERISA Guidance and Support

    • Retirement Plan Due Diligence

    • Vendor Analysis and Negotiation

    • Fee Benchmarking

    • Investment Menu Design

    • Performance Reporting & Monitoring

    • Plan Design Consulting

    • Plan Financing & Security

    • Vendor Search and Selection

    • 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.

Corporate Services Insights