IRA rollovers
If your plan is administered by Mercer, we can help you open an IRA at one of several 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:
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American Century Investments | |
Scottrade |
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Charles Schwab | |
T. Rowe Price |
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E*Trade Securities | |
TD Ameritrade |
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Fidelity Investments | ||
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Merrill Lynch | ||
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Morgan Stanley Smith Barney |
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.
Decision-making assistance
Need help figuring out which course of action best advances your saving goals? Our contact center representatives are just a phone call away at 1-800-685-6474. Specifically, our representatives can help you:
- Understand your distribution options and put your decision into action
- Transfer your savings to the IRA of your choice
Fast IRA setup
Our representatives can ease the rollover process by helping you:
- Complete paperwork
- Open an IRA
- Transfer your account balance to an IRA
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 »
- Need assistance? We can help »
- Ready to roll?Get started online »
