The future of retirement plan management for the mid-market

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Mercer Wise 401(k) is a fully delegated 3(38) and 3(16) fiduciary management solution for small and midsize businesses that aspires to deliver better outcomes for plan sponsors and participants. It relieves the burden on defined contribution plan sponsors by simplifying administration and minimizing fiduciary risk. For plan participants, Mercer Wise 401(k) helps them target better outcomes with an array of highly rated investment options. Everyone benefits from significantly reduced fees and greater transparency.

With over 20 years of discretionary investment management under our belt, Mercer can help you navigate the complexities of defined contribution plans and avoid over- stretching your resources. Let us focus on what we do best so your organization can focus on what it does best. Download the report. Get the facts and find out how Mercer Wise 401(k) can help.)

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The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed.

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This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.

Past performance is no guarantee of future results. The value of investments can go down as well as up, and you may not get back the amount you have invested. Investments denominated in a foreign currency will fluctuate with the value of the currency. Certain investments, such as securities issued by small capitalization, foreign and emerging market issuers, real property, and illiquid, leveraged or high-yield funds, carry additional risks that should be considered before choosing an investment manager or making an investment decision.

The assets under advisement data (Data) reported here include aggregated Data for Mercer Investment Consulting LLC and its affiliated companies globally (Mercer). The Data have been derived from a variety of sources, including, but not limited to, third- party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the Data. Where available, the Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more recent in time than the Reporting Date, was included in the Data. The Data include assets of clients that have engaged Mercer to provide project-based services within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform. The assets under management data reported here include aggregate data for Mercer Investment Management, Inc. and its affiliated fiduciary management businesses globally as of the dates indicated.

Investment management and advisory services for U.S. clients are provided by Mercer Investment Management, Inc. (MIM) and Mercer Investment Consulting LLC (MIC). MIM and MIC are federally registered investment advisers under the Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. MIM and MIC’s Form ADVs Part 2A & 2B can be obtained by written request directed to: Compliance Department, Mercer Investments, 701 Market Street, Suite 1100, St. Louis, MO 63101.