Company Stock in DC Plans Survey

Company Stock in DC Plans

  • Mercer Campaigns

    MERCER’S 2015 COMPANY STOCK
    IN DC PLANS SURVEY

  • Mercer Campaigns

    INDEPENDENT FIDUCIARIES
    IN THE POST-DUDENHOEFFER
    WORLD

Mercer’s 2015 Company Stock in DC Plans Survey

Mercer Investment Consulting, Inc., compiled a 2015 survey of our defined contribution (DC) plan clients to determine how they are handling company stock funds within their plans in the post-Dudenhoeffer environment. 

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Independent Fiduciaries in the Post-Dudenhoeffer World

As a result of a June 2014 US Supreme Court ruling, Employee Stock Ownership Plan (ESOP) fiduciaries face new considerations and legal risks. Mercer Sentinel® considers the ramifications of the ruling and offers recommendations for Investment Consultants and their clients.

Mercer Sentinel® has researched numerous Independent Fiduciary providers and can help answer client questions and provide guidance on Independent Fiduciary selection. For further information, contact:

Freeman Wood
freeman.wood@mercer.com

Paul Sachs
paul.sachs@mercer.com

 


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