Financial Resource Center
Menu Summary (pdf)
Policy Statement (pdf)
Brief: Excessive Fund Choice Undermines Performance (pdf)
The MERS Investment Menu is simplified into three categories to help you find the investment mix that best meets your investment style. Choose the investment category that feels the most comfortable to you:
Note: This page applies to the Defined Contribution Plan, Hybrid Plan, and the 457 program. For the Health Care Savings Program click here.
Brief: Excessive Fund Choice Undermines Performance
Investment Menu Oversight
The MERS Retirement Board and Office of Investments selects and monitors the investment choices that are available to you. They actively review the fund lineup, investment managers, and index funds available and make changes as needed, based on strict criteria.
The following are some examples of the criteria used to guide decisions:
- Comparative risk ratio against peers and benchmarks
- Comparative expense ratio against peers in its category
- Consistent investment style
- Stable investment management team
- Material legal, regulatory, or reputation changes
How Does This Benefit You?
You receive an experienced team that oversees the investment choices available to you. They do the necessary research, due diligence and monitoring of the various managers of the funds – ensuring you have quality options available.