Advisory Services | Mercer

Advisory Services

Advisory Services

Are your defined contribution plan decisions directed by an established set of fundamental beliefs and guiding principles? Getting the right advice and guidance can make a big difference on your investment decisions and outcomes for complete retirement programmes or event project-based work.

Mercer Advisory Services

As a DC plan sponsor, you have diverse needs depending on your business size, your strategic focus and growth goals, as well as any evolving changes in legislation, regulations, and industry trends that could impact the needs of your plan participants. What worked three to five years ago, may not be the best approach for today or tomorrow. Our advisory services can help by providing a broad range of advice and counsel on ways to make better decisions on your retirement plans.

To provide your organization with the best advice possible, we leverage our world-class research that gives us the deep insights you require to move closer to your defined contribution plan goals. Our extensive research (both quantitative and qualitative analysis) highlights trends, macroeconomic issues, and other factors that ensure we provide the latest investment and retirement plan information to ultimately help you make better decisions for your retirement plan. 

The Right Investment Approach Meets the Needs of Your Participants

Across a diversified DC participant base, we generally see the following groups and encourage fiduciaries to keep this in mind when structuring the plan line-up — this way you can respond to the specific needs of each group.

DO IT FOR ME
These participants rarely review the portofolio, aren´t engaged in the investments decisions, and may prefer a default option that might include target date funds (TDFs).
Guide me, let me do it
These participants have some engagement to being fully engaged in investments decisions. In some cases, they even want a full range of investment options.

 

          Please See Important Notices For Further Information.

          1  Pensions & Investments. Pensions & Investments Survey, November 27, 2017. Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.

         2 This information is as of June 30, 2018.

 

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