The MERS Investments team aims to deliver strong returns at low costs while safeguarding pensions and assets. Our conservative strategy focuses on capital preservation, asset growth, and inflation protection. In this video, CIO Jeb Burns explains what sets us apart.
Learn how the investment return assumption impacts pension funding and how MERS uses a dedicated gains policy to reduce that assumption in a way that lessens the impact on required contributions.
When it comes to saving and investing for retirement, there are many questions to consider when it’s time to retire. This video will offer concepts to help you understand each of your various retirement accounts and build an appropriate retirement withdrawal strategy to make your money last throughout your retirement years.
Investment earnings from the MERS Defined Benefit Portfolio fund more than half of the benefits paid to MERS retirees. In this video, we’ll discuss how MERS manages the Defined Benefit Portfolio, including who is responsible for which investment decisions. We’ll share our investment philosophy and how that affects our asset allocation and investment goals. You’ll leave with a better understanding of MERS investments and how those investments impact your plan’s funding.
When it comes to saving and investing for retirement, there are many questions to consider. How much should you save? How should those savings be invested? And what are some strategies to increase your account balance? This video will offer concepts to address those very questions such as finding an appropriate savings ratio, learning about your investment risk tolerance, and the importance of longevity. We’ll then explore savings strategies to use in the accumulation (or working) phase. Finally, we’ll show you how to locate your investment information and make investment changes online.
Learn how smoothing effects contribution amounts towards MERS Defined Benefit Plan.