Thoughtful strategic planning will propel DC plan sponsors toward potentially bringing the greatest benefit to participants while balancing resources.
As the retirement landscape continues to evolve, you may need ways to ensure your employees trust your programs, planning, savings, and investment advice, and at the same time, generate more value for your business.
Hire on a project basis
• As needed
Consulting retainer
• Ongoing engagement
• 3(21) fiduciary role
Delegated solutions for investments
• 3(38) investment fiduciary role
Mercer Wise 401(k)
• Employer continues to be plan sponsor
• 3(38( and 3(16)1 combined
• Fully delegated
Mercer Wise PEP
• Mercer is PPP
• 3(38) and 3 (16)1 combined
• Fully delegated
1This refers not only to a 3(16)'s specific statutory responsibilities but to the broader fiduciary administrative tasks plans typically allocate to the plan administrator
Get the operational infrastructure support you need for enhanced governance and risk management.
Learn about our advisory services, investment consulting and philosophy, and ”whole of life” perspective.
Learn more
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— we offer a continuum of OCIO solutions.
We’d be happy to set up a free consultation or send you more information to get you started.
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