Companies in the U.S. use our DB administrative services1
Number of plan participants we touch in the U.S. with defined benefit administrative outsourcing and co-sourcing solutions1
Provider Of Pension Plan Administration Services — Named 5th Year in Row in 2017 by Global Finance Magazine
We understand the defined benefit (DB) marketplace — we’ve been in it for more than 80 years. We know the value a great plan can and should provide to your organization. When run efficiently and designed to enhance financial outcomes, a DB plan can help you keep and attract a talented workforce. The problem? DB plans can be exceptionally complex to administer, prone to errors and compliance omissions, and face participant service delivery issues. If your HR sta ff is administering the plan in-house, the administrative and transactional responsibilities alone can be intense — regardless of whether the plan is open and accruing, closed or frozen. By working with us as your administrative partner, we can help you alleviate resource constraints, administer plan complexities, and manage compliance risks.
Our services range from co-sourced to fully outsourced — and temporary assistance during times of critical business or sta ff change. Each solution includes a careful review and assessment as well as the project management expertise to work through the options and issues. We offer tailored solutions for both the mid and large markets.
We work with employers to deliver superior administration services and off er a unique blend of expertise, flexibility, and proactivity. Our solutions alleviate the administrative burden, help meet regulatory and legislative requirements, and empower employees to live, work, and retire well. Our services include:
These services include completing estimated and final pension calculations such as individual benefit election packets.
As a client, you can use our plan sponsor self-service system to administer calculation processes and paperwork with support from Mercer pension experts.
Consulting services include supporting your organization through various change events, such as amendments, acquisitions
This includes assessing retiree annuity, purchase-terminated vested cash-out o ffers
Full pension plan outsourcing includes a dedicated participant call center/web portal, calculations, trust authorization, data maintenance, online retirement capability, retiree maintenance, and educational content to allow your team to focus on other more strategic functions.
We work with employers to deliver superior administration services and off er a unique blend of expertise, flexibility, and proactivity. Our solutions alleviate the administrative burden, help meet regulatory and legislative requirements, and empower employees to live, work, and retire well. Our services include:
These services include completing estimated and final pension calculations such as individual benefit election packets.
As a client, you can use our plan sponsor self-service system to administer calculation processes and paperwork with support from Mercer pension experts.
Consulting services include supporting your organization through various change events, such as amendments, acquisitions
This includes assessing retiree annuity, purchase-terminated vested cash-out o ffers
Full pension plan outsourcing includes a dedicated participant call center/web portal, calculations, trust authorization, data maintenance, online retirement capability, retiree maintenance, and educational content to allow your team to focus on other more strategic functions.
By outsourcing all or part of your DB plan administration, your HR resources have more time to focus on the strategic issues of your organization. We help you:
Covers this comprehensive delegated investment strategy — with the key goal to optimize the balance sheet.
Read MoreTalks about the importance of data and risks of taking action with accurate data.
Read MoreOur 2017 survey includes responses from over 175 senior finance executives in the U.S. with defined benefit plans that have $100 million in assets or more.
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