CentsAbility Blog | Product: 457 Program

Product: 457 Program

MERS Retirement Plan Investment Resources

Title – MERS Retirement Plan Investment Resources Audience – Employer Link – https://resources.mersofmich.com/SharepointFormsService/Default.aspx?Publication=InvestmentsOverview.pdf

Direct Rollover Between MERS Plans

Participant Form: To roll fund directly from one MERS account to another MERS account.

Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information's accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.

Product: 457 Program

Product: 457 Program

MERS Retirement Plan Investment Resources

Direct Rollover Between MERS Plans

457 Program Overview

Personal Information

Beneficiary Designation

Spousal Beneficiary Claim

Enrollment Kit

Incoming Transfer

Investment Change

457 In-Plan Roth Conversion