Retirement solutions to meet the needs of employers and employees 

Mercer investments and retirement consulting: Who we help

Whether you’re an employer, institutional investor, nonprofit organization, financial intermediary or family office, Mercer investments and retirement consulting aims to help you develop an investment solutions strategy unique to your situation, as well as provide the service and support you need.

Defined benefit 

Mercer CFA Institute Global Pension Index 2022

This report benchmarks 44 retirement income systems around the world, highlighting challenges and opportunities.
Download paper

Listen to our podcast to learn more

David Knox and CFA Institute's Margaret Franklin talk about the challenges and opportunities facing pension plans.
Listen and subscribe

Defined contribution 

  • Defined contribution

    From governance to mitigating fiduciary risk, our defined contribution solutions help you generate better outcomes for your business and your employees. Click the link to learn more.

  • Governance and due diligence

    Employers are challenged to continually improve 401(k) plans, investment governance, deliver better outcomes, and encourage greater participation.

  • DC advisory services

    The right advice and guidance can fundamentally transform your investment decisions – and your plan. Get access to a full continuum of solutions with Mercer’s DC plan advisory services.

  • OCIO solutions

    Our bespoke investment solutions and OCIO service are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives.

Financial intermediaries

Not-for-profit & insurance

No one knows your industry and business better than you.  Our goal is to come to the table prepared to listen and engage with you so that we can bring the best advice and tools to apply to your unique situations, mission and priorities.
Marc Cordover

US Investments and Retirement Leader, Mercer

With an ever-evolving market landscape, investors face myriad challenges in reaching their financial goals. You can choose just the solutions you need from our established investment solutions platform to keep your investment objectives in focus and evolve your options as your needs change.

  • Research that helps drive potential performance: Asset allocation strategies and the right investments help investors reach their goals.
  • Governance that helps reduce risk: A strong governance foundation is critical to long term investment success.
  • Scale that helps enhance value:  Consider how an OCIO solution could help your organization.

Related insights

    It's all here: MercerInsight® Community

    Simplify your search. Get strategic research tailored to your interests from thought leaders across the investment industry, including Mercer and hundreds of third‑party publishers. Membership is complimentary, and it takes seconds to sign up.
    Join the community

    Let's get started

    Tell us your needs and our Investment and Retirement specialists will guide you down the right path.
    Please see Important Notices for further information.