Retirement Plan Administration
Mercer retirement investment advisors provide trusted solutions in defined contribution and defined benefit retirement plan administration.Learn more
The question for endowments and foundations is how to develop a portfolio that will not only withstand the “crisis du jour” or the “bull market of the moment” but also features an investment strategy that will endure. As one of the world’s longest-serving fiduciaries between institutional investors and asset managers, Mercer understands the importance of investing for the long term.
At Mercer, we know the challenges that endowments and foundations face. We work with more than 250 not-for-profit clients and have helped build their portfolios and spending policies and have guided their committees through some of the most challenging times. There are few situations related to nonprofits that we haven’t faced.
Mercer is dedicated to helping endowments and foundations not only realize higher risk-adjusted returns but also fulfill a higher mission. Mercer’s size and scale provide our clients with a real advantage. We have resources in 35 financial centers, enabling us to identify emerging managers as well as maintain ongoing relationships with current managers.
Unlike smaller organizations, Mercer has the resources to provide our clients personalized service. For instance, we have a low client-to-consultant ratio, and our consultants are supported by a full staff of analysts, researchers, and operations staff. This allows us to bring to bear a higher level of expertise and service for our clients.
We help organizations strike the right balance between risk and potential returns, with an unflinching eye for reducing costs. There are no hidden charges; we do what we do for a simple, straightforward fee.
At Mercer, we are geared for the long term. Established in 1937, we’ve faithfully served clients for more than 80 years.
Mercer can help Defined Benefit plans manage persistent risks like: market volatility, uncertain liabilities, and pressure to reduce expense and contributions.Learn more
Mercer provides clients with a holistic approach to Pension Risk Management. One that aligns strategy with the plan’s overall funding status.Learn more
Mercer can help design, plan, optimize and manage customized Defined Contribution programs globally and locally.Learn more
Mercer Financial Wellness programs help employees reduce financial worries while employers increase workforce engagement and productivity.Learn more
Mercer Alternative Investments provide a solid means to guard against the volatility of equities, hedge against inflation, and achieve better returns.Learn more
Mercer can help financial intermediaries bolster resources, generate investment ideas, perform due diligence, and assess operational and fiduciary risks.Learn more