MassMutual's Retirement Services Division has been serving retirement plans for more than 60 years. It offers a full range of products and services for corporate, union, nonprofit and governmental employers' defined benefit, defined contribution and nonqualified deferred compensation plans and serves approximately 1.2 million retirement plan participants.
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives.
MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC., member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.
For more information, visit massmutual.com/retire.
Brenda Van is a MassMutual Retirement Services Managing Director, Western Regional Non-Profit Market Specialist. Brenda serves the ERISA 403(b) Western region retirement plan market on behalf of MassMutual’s Retirement Services Division based in Springfield, Massachusetts. In this role, she supports hospitals and healthcare organizations, private education, associations and other 501(c) (3) non-profit organizations.
Prior to joining MassMutual Brenda spent over 22 years with Fidelity Investments. She served as a Fidelity Vice President, SW Regional Manager of non-profit sales in healthcare, higher education, and other tax-exempt 501(C)3 organizations.
Brenda has extensive experience in the healthcare, education, and core non-profit markets. She is a recognized industry leader in assessing and serving the retirement plan needs of the tax exempt, non-profit community.
Lisa is a Consultant with the ERISA Advisory Services department of the Retirement Services division of MassMutual. She is responsible for providing technical regulatory support to MassMutual's Defined Contribution, 403(b), 457(b) and 409A Nonqualified plans product lines. This includes plan design analysis, consulting on complex nondiscrimination testing issues, contributing articles for MassMutual’s Plan Sponsor website on IRS, DOL, and other regulatory and legislative issues, speaking at retirement industry conferences and delivering web based seminars to Plan Sponsors and internal associates on regulatory and legislative issues.
Lisa began her career in the retirement plans industry 25 years ago at the Travelers Insurance Company as an actuarial analyst in their Defined Benefit Plans department.
Lisa holds a B.A. in Political Science from the University of Massachusetts (Amherst) and has earned the American Society of Pension Professionals and Actuaries’ (ASPPA) Qualified 401(k) Administrator (QKA) designation.
Mr. Levine maintains a wide-ranging employee benefits practice in which he addresses benefits-related issues than range from issues of plan and participant taxation to fiduciary structuring to health and welfare benefit design issues. Mr. Levine regularly serves as counsel to Fortune 500 clients, tax-exempt organizations, and governmental retirement plans on their various employee benefits issues. He is a frequent speaker on plan design, fiduciary governance, and legislative issues to audiences ranging from human resources professionals, to third-party administrators, to vendors and other service providers. Mr. Levine is a member of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT).