IRA rollovers

If your plan is administered by Mercer, we can help you open an IRA at Mercer Securities, a division of MMC Securities Corp., or at one of several other industry-leading providers through the Mercer Rollover Network.


The Mercer Rollover Network offers:


A wide choice of IRA providers

You can choose from several industry-leading providers including:

» American Century Investments » Morgan Stanley Smith Barney
» Charles Schwab » Scottrade
» E*Trade Securities » SecurePathSM by Transamerica (NEW)
» Fidelity Investments » TD Ameritrade
» Mercer Securities, a division of MMC Securities Corp. » T. Rowe Price
» Merrill Lynch » USAA (NEW)

Another option – Annuities

Rolling your retirement plan balance over to an IRA isn't the only choice you have. You may also have the option of rolling it to either a "fixed immediate" or a "variable" annuity. Depending on your plan, you may be able to access providers for each annuity directly through the Mercer Rollover Network.

Through the Mercer Rollover Network, you'll have access to Hueler's Income Solutions program, which allows you to request quotes to purchase an immediate fixed annuity from a variety of insurance companies. In addition, you'll also have access to variable annuities through Genworth.

Decision-making assistance

Need help figuring out which course of action best advances your saving goals? Our dedicated Retirement Specialists are just a phone call away at 1-877-200-9107. Specifically, our Retirement Specialists can help you:

Fast IRA setup

Our Retirement Specialist team can ease the rollover process by helping you:

And, if your plan allows, our paperless distribution capabilities can help make this process even simpler. In fact, you can begin the process* right now »

Get started!
*To access the Mercer Rollover Network, please enter your six-digit code (the last six digits in the series of numbers directly above your name and address on your quarterly plan statements).

Retirement planning
 

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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.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services and MMC Securities Corp. are affiliates of and owned by Marsh & McLennan Companies and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.