Chuck Hurst, AIF®

Retirement Plan Consultant at Marsh McLennan Agency, Upper Midwest

Troy, Michigan, United States Contact Info
2K followers 500+ connections

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About

Marsh McLennan Agency is invested in ensuring that Your Future is Limitless as an organization.

As a Retirement Plan Consultant, it is my fiduciary duty to ensure that your company's retirement plan(s) is following regulatory requirements and operating as efficiently as possible. With our white-glove service model, you can spend more of your time focused on your business operations versus the administration of your retirement benefit.

My Team & I aid in fiduciary oversight, investment due diligence, retirement plan optimization, and customized employee engagement programs.

If you're a leader in an organization and are interested in discussing your organizations goals or challenges, please don't hesitate to reach out. Our team of local, regional, national, and international colleagues are more than happy to help!

Chuck is a Registered Representative with and Securities and Advisory Services offered through MMA Securities, a Registered Investment Advisor. Member FINRA/SIPC

For hyperlinks to FINRA and SIPC, please refer to website section above.

Third party posts found on this profile do not reflect the views of MMA Securities and have not been reviewed by MMA Securities as to accuracy or completeness.

MMA Upper Midwest is a part of Marsh & McLennan Agency LLC (MMA). Securities offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000.

Activity

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Experience

  • Marsh McLennan Agency Graphic

    Retirement Plan Consultant

    Marsh McLennan Agency

    - Present 1 year 9 months

    Troy, Michigan, United States

    Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are…

    Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request.

    We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.

    For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not

  • Principal Financial Group

    Principal Financial Group

    15 years 11 months

    • Principal Financial Group Graphic

      Director of Sales

      Principal Financial Group

      - 6 years 11 months

      Columbus, Ohio Area

      Retirement plan consulting and sales.
      Expertise in:
      401(k), 403(b)
      Deferred Compensation Plans
      Defined Benefit Plans
      Executive Benefit Strategies
      Tax Exempt Plans

    • Principal Financial Group Graphic

      Senior Benefit and Planning Counselor

      Principal Financial Group

      - 9 years 1 month

      Michigan

      Primary responsibilities include managing market territory and develop new business across the state of Michigan.
      Key functions:
      Sales presentations- selling the Retire Secure education platform and procuring buy in from key advisors and retirement plan sponsors
      New Client Transitions- helping companies effectively transition from their previous 401k provider to Principal Financial Group
      Improving Retirement Readiness- outcomes based consulting with employee's, helping them…

      Primary responsibilities include managing market territory and develop new business across the state of Michigan.
      Key functions:
      Sales presentations- selling the Retire Secure education platform and procuring buy in from key advisors and retirement plan sponsors
      New Client Transitions- helping companies effectively transition from their previous 401k provider to Principal Financial Group
      Improving Retirement Readiness- outcomes based consulting with employee's, helping them understand the dynamics of retirement planning and motivate them to take action
      Retirement Income and Investment Strategies- helping plan sponsors and participants understand income replacement solutions and product allocation
      Capturing Assets- 401k rollovers and retail IRA sales

  • Northwestern Mutual Graphic

    Financial Representative/ College Unit Director

    Northwestern Mutual

    - 2 years 10 months

Education

  • Indiana University Bloomington Graphic

    Indiana University Bloomington

    BSPA Sociology minor

    Activities and Societies: Jacobs School of Music, History of Music student

    Indiana University Hoosiers

  • FINRA

    Series 6, 7, 63, 66

    All current licensing

Volunteer Experience

Honors & Awards

  • Rookie of the Year

    Principal, Retirement and Income Services

  • 2011 Principal Financial Group Summit Qualifier

    -

  • 2014 Principal Financial Group Summit Qualifier

    -

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