2025 CFO Survey Results: Pension oversight, investments, & governance
We explore how DB plan sponsors are reshaping governance structures and evolving fiduciary practices to meet today’s demands.
Top considerations for defined contribution plans in 2023
Top Considerations for Defined Contribution Plans
This paper outlines areas of consideration for defined contribution (DC) plans sponsors in 2023, offering opportunities to align DC plan features, practices and investments with more personalized participant needs.
With the challenges and opportunities ahead in 2023, thoughtful strategic planning will propel DC plan sponsors toward potentially bringing the greatest benefit to participants while balancing resources.
Download our recent paper to learn more about the five themes to consider as you plan for 2023.
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NFP
Prioritizing action: a crisis playbook for endowments and foundations
While every crisis is unique, the playbook for tackling them is not. This paper outlines Mercer’s ADAPT framework for endowments and foundations. This is intended to help investors set priorities during any crisis scenario, especially those driven by markets and policy issues. -
Alternative investments
Revisiting 417(e) stability and lookback periods
We explore stability and lookback periods for lump sum provisions in DB plans. -
Exec comp trends
Proxy advisors gear up for 2026: ISS launches policy survey, Glass Lewis previews methodology changes
By: Carol Silverman, Partner, Senior Legal ConsultantStay ahead of 2026 proxy season with insights on ISS's policy survey and Glass Lewis's methodology updates. Prepare your governance strategy now.
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Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives. -
Investments
Risk management
We can help you analyze your investment risk framework and portfolio performance to help you understand your portfolio's potential to adapt to market challenges. -
Alternative investments
Secondaries
We can help you identify a range of secondary investment opportunities through our existing relationships with asset managers and intermediaries around the world.
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IRS clarifies withholding, reporting on uncashed pension checks
A new IRS revenue ruling clarifies a retirement plan’s withholding and reporting obligations on uncashed distribution checks. The ruling addresses no other issues… -
Global Legislative Update, July/August 2025
The Global Legislative Update for July/August 2025 provides insights from Mercer consultants around the globe. -
DOL axes earlier warning about cryptocurrency in 401(k) plans
DOL rescinded its 2022 guidance cautioning 401(k) plan fiduciaries about offering cryptocurrency and other digital assets as an investment option for participants.
