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Need a DC plan for your small to mid-size business?

Looking to reduce plan management responsibilities and improve outcomes for your participants? Mercer Wise 401 (k) is the answer.

Want to secure your foundation, achieve greater prosperity and inspire confidence — in your business and with your employees? We can help. As the retirement landscape continues to evolve, we make sure you are ready.

Defined Contribution and Financial Wellness Spectrum of Services

Click on boxes below to read three different scenarios of how we can work with you.

multi-user DO IT YOURSELF
TOOLS & RESEARCH
• Client situation: A DC plan had grown through acquisitions to $1.2 billion in assets and 5,000 participants. Client wanted advice on streamlining the plan.
• Mercer solution: Mercer conducted a plan line-up review, recommended reducing number of investment options from 31 to 13 — recognizing TDFs as one option— by eliminating redundancy. Results? Reduced annual investment expenses by $2.3 million per year through use of collective trusts and separate accounts.
ADVICE
• Client situation: A DC plan had grown through acquisitions to $1.2 billion in assets and 5,000 participants. Client wanted advice on streamlining the plan.
• Mercer solution: Mercer conducted a plan line-up review, recommended reducing number of investment options from 31 to 13 — recognizing TDFs as one option— by eliminating redundancy. Results? Reduced annual investment expenses by $2.3 million per year through use of collective trusts and separate accounts.
DELEGATED SOLUTIONS
• Client situation: A DC plan had grown through acquisitions to $1.2 billion in assets and 5,000 participants. Client wanted advice on streamlining the plan.
• Mercer solution: Mercer conducted a plan line-up review, recommended reducing number of investment options from 31 to 13 — recognizing TDFs as one option— by eliminating redundancy. Results? Reduced annual investment expenses by $2.3 million per year through use of collective trusts and separate accounts.
TOOLS & RESEARCH
TOOLS & RESEARCH
• Client situation: A DC plan had grown through acquisitions to $1.2 billion in assets and 5,000 participants. Client wanted advice on streamlining the plan.
• Mercer solution: Mercer conducted a plan line-up review, recommended reducing number of investment options from 31 to 13 — recognizing TDFs as one option— by eliminating redundancy. Results? Reduced annual investment expenses by $2.3 million per year through use of collective trusts and separate accounts.
ADVICE
ADVICE
• Client situation: A DC plan had grown through acquisitions to $1.2 billion in assets and 5,000 participants. Client wanted advice on streamlining the plan.
• Mercer solution: Mercer conducted a plan line-up review, recommended reducing number of investment options from 31 to 13 — recognizing TDFs as one option— by eliminating redundancy. Results? Reduced annual investment expenses by $2.3 million per year through use of collective trusts and separate accounts.
DELEGATED SOLUTIONS
DELEGATED SOLUTIONS
• Client situation: A DC plan had grown through acquisitions to $1.2 billion in assets and 5,000 participants. Client wanted advice on streamlining the plan.
• Mercer solution: Mercer conducted a plan line-up review, recommended reducing number of investment options from 31 to 13 — recognizing TDFs as one option— by eliminating redundancy. Results? Reduced annual investment expenses by $2.3 million per year through use of collective trusts and separate accounts.
multi-user DO IT FOR ME
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Delegated Solutions

A “do-it-for-me approach” that may help you mitigate fiduciary risk and have more time to spend on the strategic issues of your business. Mercer defines the plan investment menu to align with your desired structure and handles all implementation and plan evaluation.

MORE

Improving Your Outcomes, Improving Your Benefits

From governance to mitigating fiduciary risk, our defined contribution solutions help you generate more value for your business and your employees. We can offer the right level of risk management from plan oversight and ongoing monitoring to customized financial wellness programs through our partners that improve your employees’ well-being, enhance participant success, and enable your employees to take more control over their financial futures.

45+

Years of insights and experience with defined contribution plans

#1

Investment consultant by global assets under advisement (1)

$44 Billion

In delegated defined contribution assets within the past five years (2)

Ranked#1

“Investment Consulting Firm – Sustainable and Responsible Investing” category by IRRI Survey 2017

Why Choose Mercer for Defined Contribution & Financial Wellness?

  • Expertise: For 45+ years, we have been designing and managing customized defined contribution plans.
  • Holistic, client focused: Our integrated solutions go beyond asset accumulation to focus on all aspects of a participant’s life.
  • Innovation: Our Mercer Wise 401(k) offers a comprehensive retirement solution, particularly for mid-sized plans.
  • Leadership: We are one of the largest OCIO providers globally.
  • Financial Wellness: We’ve spent years researching and providing advice on financial wellness and have worked with hundreds of financial wellness providers and created customized programs for clients.
We’re Here to Help
Learn more about how Mercer can develop defined contribution and financial wellness strategies that enhance your financial security for life.
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