Information for Financial Professionals

The Opportunity

Financial Professionals may have the opportunity to enroll and service participants in existing Non-ERISA MetLife Resources (MLR) retirement plans. MLR specializes in retirement plan solutions serving nonprofit organizations and institutions, providing advisors with an opportunity to support participants through enrollment, education, and ongoing service.

Interested in Working with MLR?

If you are interested in becoming eligible to work within the MLR employer group market, please contact your Regional Managing Team. Your Regional Managing Team will discuss the MLR opportunity with you, review eligibility requirements, assist with completion of the required Engagement Request Form, and submit the request for approval.

Certification Requirements

Once your Engagement Request has been approved, you will be invited to complete the required MLR Certification Training. To become certified, advisors must complete the required training, achieve a passing score of 80%, and adhere to all applicable MLR guidelines. Upon successful completion, you will receive additional materials and resources to support your work within the MLR market.

Already MLR Certified?

Advisors who are already certified and wish to work with an existing MLR account currently assigned to another advisor may require additional approval. A Reassignment Request Form must be completed and approved by the Regional Managing Consultant (RMC) for the advisor’s territory before any reassignment can occur. Your Regional Managing Team can provide guidance regarding reassignment requirements and approvals.

Questions?

Your Regional Managing Team remains your primary point of contact for MLR opportunities, eligibility requirements, certification questions, and reassignment requests.