MERS Investment Menu

In this short video, you’ll learn about, considerations you should take into account when investing, the MERS investment menu, how to locate your investment expenses, and the impact expenses can have on your overall account balance.

Medicare Basics

This short video provides an overview on, what is Medicare and who is eligible for coverage, when you can enroll, the different components that make up Medicare, Medicare costs, what’s covered and what’s not covered, supplemental policies and drug coverage, and available resources.

Managing Your Portfolio

Wonder what the important aspects of managing your investment portfolio are or how often you should review your investments? During this video, you’ll learn more about the reasons we invest, where to locate and manage important information about your investment account and how to make changes when needed.

IRA Basics

In this short video, you’ll learn more about IRAs including, what is an IRA?, contribution options and key differences, annual contribution limits, the MERS IRA option and how to enroll, and get answers to some frequently asked questions.

Health Care Exchange

MERS has partnered with Mercer, a private retiree health care exchange, to provide retirees with access to quality benefits at an affordable cost. In this short video, you’ll learn more about the benefits of this option, hear how you can use the MERS Health Care Savings Program to assist with premium costs and get information on taking steps to find a plan that meets your needs.

Health Care Savings Program (HCSP) Overview

In this short video covering the MERS Health Care Savings Program (HCSP), you’ll learn more about, retiree health care considerations, what is HCSP and how does it work?, contribution options, the benefits of tax-free investing, who can use the account and when, reimbursement and payment options, and eligible expenses.

Retiring with a MERS Defined Contribution Plan

Do you have a MERS Defined Contribution Plan? Are you interested in learning more about plan considerations and saving for your future? If so, check out this video where we walk through the importance of participation and tips to create a paycheck in retirement. We’ll also review investment, beneficiary and distribution information.

Building a Better Budget

Budgeting is an important aspect of your journey toward financial wellness. In this video, you’ll learn more about the purpose of budget and how it can help you manage your day-to-day expenses, how to build a comprehensive budget, addressing shortfalls and monitoring your plan to ensure you are meeting your goals.

Understanding Forfeitures

This short video provides an overview of forfeitures in the MERS Defined Contribution and Hybrid Plans. Employers will learn what they are and the options to utilize funds in accordance with IRS guidelines.