Focus on your core business.
Leave your DC plan management to us.

 

Against today’s uncertain economic backdrop, defined contribution (DC) plan sponsors are concerned about regulatory complexity, having the resources to manage the plan, as well as fiduciary risk and excessive fees.

 

In Mercer Wise 401(k)’s fully outsourced solution, Mercer acts as a named fiduciary responsible for the operation and investments for the plan, thereby reducing administrative burdens, reducing fiduciary risk and contributing to improved participant outcomes.*


Learn how Mercer Wise 401(k) can reduce time, expense, complexities and fiduciary risk associated with managing your defined contribution plan.



Has recent disruption – from COVID-19 or new legislation – impacted your view on investment or retirement outsourcing?



Explore Resources


Infographic: Mercer Wise 401(k)
Leverage Mercer Wise 401(k) to simplify and improve 401(k) plan management.
All about 401(k) governance
Preston Traverse, Mercer Wise Solutions Leader answers the question: What were the major challenges for 401(k) plans and their providers during the COVID-19 crisis?
Poll results: pooled plans gaining attention
Insights from a poll of close to 200 retirement plan sponsors.
Plan participant educational video
View an example of a Mercer Wise 401(k) participant educational video: “Retirement Investing in Uncertain Times”


Meet the future: potential advantages of a delegated approach


 

Reduce administrative burden

We enable plan sponsors who wish to benefit from pooling to fully delegate plan responsibilities to Mercer, reducing administrative burdens.

 

Reduce costs

We aim to lower plan costs through recordkeeping and investment management fees.

 

Reduce risk and liability

Mercer acts as a named fiduciary responsible for investments, thereby reducing fiduciary risk.

 

Improve participant outcomes

Plan participants benefit from access to simplified, highly rated investment options.


Elevate your success Elevate your success

Elevate your success with Mercer’s DC-plan expertise and market presence.

#1

Consultant by global assets under advisement1

#1

Outsourced CIO manager globally2

1,300

Investment staff, including 200+ manager researchers

24+ years

Discretionary investment management experience

     

 

Please see our important notices for further information.

 

*“Improved participant outcomes” does not imply improved investment performance but instead pertains to the participant experience.

 

1 Pensions & Investments, AUA ranked by worldwide assets under advisement as of June 30, 2019 as reported by each firm to P&I. Marsh & McLennan Companies, Inc. acquired Jardine Lloyd Thompson Group plc (“JLT”) effective April 1, 2019. Assets under advisement quoted includes JLT.

 

2 Pensions & Investments Outsourcing Survey, worldwide outsourced assets under management as of March 31, 2020 as reported by each firm to P&I.M/sub>

 

 

Have questions? Contact us.

We’d be happy to set up a free consultation or send you more information to get you started.

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