LegalMarch 17, 2021

Marsh & McLennan Agency LLC

Converting to the Compliance Software –" just flows better!"

Peggy Roisch, Director of Retirement Operations, and her team at Marsh & McLennan Agency LLC, a world class provider of value-driven employee benefit solutions, has been an customer for several years now. Prior to converting to, Peggy and her team had been using the same employee benefits software vendor for more than a decade. However, as the cost continued to rise each year Peggy started researching what other options were available and zeroed in on They started with the 5500 software and quickly fell in love with the software after an easy conversion. Next, they converted over to the Documents Software with PPA restatements.

Obviously there’s some work involved, but once we got the process down, and with the great support from, I can’t say that we had any issues with the conversion. We just love the Compliance software.
Peggy Roisch, Director of Retirement Operations, Marsh & McLennan Agency LLC
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