Peter Valotta

About Peter Valotta

Specialties - Employee Health & Benefits, Executive Benefits, Private Client Services, Business Insurance, Risk Management, Retirement Services, Surety, and Enterprise Business DivisionPrivate Equity Mergers & Acquisition (PEMA) Due Dilligence Executive Team Member. As an independent Registered Investment Advisor (RIA) whose dedicated focus is employer sponsored retirement plans, our primary role is to serve our clients by acting as a 3(21) investment co-fiduciary or 3(38) investment manager. We also help our clients remain informed of their fiduciary responsibilities and best practices by providing fiduciary governance and strategic guidance. Helping plan sponsors manage fiduciary responsibilities and improve employees’ retirement outcomes.Nationally, we work with approximately 1,500 retirement plan sponsor clients, maintaining over $65 billion in plan assets under advisement. Mitigating plan sponsor risk and helping employees prepare for retirement is our overriding goal. MMA’s Retirement Services general practice is comprised of 134 consultants, Registered Investment Advisors, Chartered Financial Analysts and Certified Financial Planners. Getting to the best outcomes includes more than great investment advice. It begins with an inscrutable review of a company’s plan, i.e, what are they paying in fees, do they provide the optimal funds, is their fiduciary process defensible? My expertise on fiduciary processes such as fee benchmarking, customized investment due diligence and fee equalization has improved many retirement plans. In addition, the global resources of Marsh & McLennan Companies provides the opportunity to work with institutional pension plans, corporate executives and high net worth individuals and families. Marsh McLennan Agency (MMA) is a full-service insurance, retirement, and risk management firm that specializes in providing proprietary solutions to small and middle market organizations dealing with the complexity of employee benefits and commercial insurance. As a subsidiary of Marsh, the world\'s largest broker and risk advisor, we provide clients with unparalleled access to local service, regional expertise and global resources.

Experience

1. Employee Benefits, Business Insurance - Marsh Mclennan Agency Retirement Services - Mma Securities

   Marsh McLennan Agency

   Mar 2022 — Present · Pittsburgh, PA, US

   World Class. Local Touch.Marsh McLennan Agency (MMA) is a full-service insurance, retirement, and risk management firm that specializes in providing proprietary solutions to organizations dealing with the complexity of employee benefits and commercial insurance. As a subsidiary of Marsh, the world\'s largest broker and risk advisor, we provide clients with unparalleled access to local service, regional expertise and global resources.Nationally, we work with approximately 1,500 retirement plan sponsor clients, maintaining over $65 billion in plan assets under advisement. Mitigating plan sponsor risk and helping employees prepare for retirement is our overriding goal. MMA’s Retirement Services general practice is comprised of 134 consultants, Registered Investment Advisors, Chartered Financial Analysts and Certified Financial Planners. Marsh McLennan Agency specializes in delivering superior employee benefit, business insurance, and risk management solutions. With over colleagues in more than 75 office locations, Marsh McLennan Agency is one of the largest insurance brokerages in the U.S, leveraging size, scope, and vendor relationships. Marsh McLennan Agency offers a high-touch service model experience delivered by local insurance specialists. With an awareness and recognition of the middle market’s unique culture and service needs, Marsh McLennan Agency develops customized strategies based on local market conditions.How can I help you?Contact:

Education

• Duquesne University

  Master of Business Administration - MBA, Finance, Marketing

  2004 — 2007

• Duquesne University

  Bachelor of Science - BS Health Management Systems, Prehealth, Health/Health Care Administration/Management

  2000 — 2004

• Duquesne University

  Masters Health Management Systems, Health/Health Care Administration/Management

  2004 — 2007