Our Commitment to Defined

Benefit Plans

 


Retirement plans have evolved in the 80+ years we have been in the industry. With each iteration, defined benefit plans have continued to play a role in the retirement of millions of employees.  These plans need expert attention to meet your financial and HR objectives. 

 

Services include:

 

  • Annual valuation services
  • Funded status monitoring
  • Retirement plan financial management
  • Budget forecasting
  • Compliance requirements
  • Retirement plan design
  • Benchmarking and retirement adequacy
  • Merger and acquisition support
  • Plan termination
  • Integrated retirement plan strategy support

 

 

 

 

 

 

 

80+           

 

Years of experience

Our Core Actuarial Services

 

and Strategies

 

We can help you design the right mix of retirement programs. In fact, we recognize that the strategies you require go far beyond the basic maintenance of a plan. Our commitment to defined benefit strategies includes:

 

  • Integrating our Financial Strategy Group to help you manage the risks inherent in your defined benefit plan.
  • Providing quality services without compromise and according to local certifications for our actuarial valuation work and processes.
  • Maintaining robust retirement plan and total compensation benchmarking capabilities.
  • Delivering innovative ideas to match the characteristics of your plan to your company’s objectives.

 

Plan Termination Support

 

If you are considering terminating your plan, Mercer can help guide you through the regulatory requirements and complexities of the plan termination process — and address any participant concerns. We start by assigning a dedicated project manager to coordinate Mercer’s specialty resources from actuarial, compliance, administration, investment, and communication teams. From start to finish, our dedicated team can handle all of your plan needs.

 

 

 

Financial Strategy Group

________________________________________

Helps you manage risks in your DB plan

      Mercer Pension Solution

 

Please See Important Notices For Further Information.

 

 1. Mercer estimate based on 2016 Form 5500 Schedule SB data for Corporate defined benefit plan filings.

 

 2. This number is as of August 2018 and reflects credentialed actuaries who are members of the SOA, AAA, CCA, an Enrolled Actuary or a member of international actuarial organizations.

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