Mercer Wealth Solutions™

Mercer Wealth Solutions is designed to provide you with the resources you need to manage your finances and potentially build wealth.

Moving On
Retirement Planning
Your brokerage account positions will transfer to TD Ameritrade on the weekend of March 9, 2012. As a result, your March Mercer statement will show a zero account balance. You will receive a March account statement from TD Ameritrade showing all of your assets that have been transferred, along with any activity for your account after the transfer.

If there was any residual activity in your Mercer account, such as a dividend payment, you will receive a final April Mercer statement showing the transfer of those new assets to your TD Ameritrade account and leaving a final zero account balance. All of your account statements going forward will come from TD Ameritrade.

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Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies, Inc.