Evolve your plan with DC 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 seek to help by providing a broad range of advice and counsel on ways to make better decisions on your retirement plans.

Whether selected by project or retainer basis to assist with manager research, or for a longer-term engagement such as a 3(21) investment co-fiduciary, we leverage our rigorous research (both quantitative and qualitative analysis) to highlight trends, macroeconomic issues and other factors that help ensure we provide the latest investment and retirement plan information to ultimately help you make better decisions for your retirement plan.

Mercer’s DC advisory consulting service is 3(21) non-discretionary and typically consists of the following DC advisory services:

As your DC plan evolves, we can be with you on the journey providing a continuum of services categorized above.