February 1st, 2024
Springfield, Mass. – MassMutual has added a pooled employer plan (PEP) – RMS EasyPlan – to its suite of wealth management solutions and so far, over 120 small businesses have jumped on board.
MassMutual’s RMS EasyPlan is ideal for businesses of any size and is available exclusively through advisors who choose to affiliate with MassMutual.
“With the addition of RMS EasyPlan PEP to our robust mix of wealth management solutions, we have yet another valuable option available for advisors who choose to affiliate with us to offer to their small business clients,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “As a highly-rated mutual insurance company with a 4+ decade long track record in the wealth management space, advisors can be confident representing MassMutual offerings to their clients.”
With RMS EasyPlan, MassMutual is the 3(38) investment manager, Alerus is the pooled plan provider and recordkeeper, and Access Retirement is the plan sponsor and named fiduciary.
Five reasons why RMS EasyPlan:
With RMS EasyPlan PEP, employers enjoy industry leading record keeping services, reduced administrative burdens, straightforward pricing, and access to a dedicated service team.
About MassMutual (Massachusetts Mutual Life Insurance Company)