Summary
This guide outlines the Normal Retirement Process for Defined Contribution plans, detailing the steps necessary for members approaching retirement age. It begins by advising members to read the newsletter and review their investment choices via Mercer OneView. Four months prior to the retirement date, members are encouraged to gather necessary documents and ensure their address is correct in the system. Three months before retirement, members should review their Retirement Option Statement and consider meeting with a financial advisor. The guide emphasizes the importance of completing the Member Decision Form and submitting all required documentation to Mercer to avoid delays in benefit payments. It also highlights the timeline for processing retirement benefits, which can take approximately eight weeks from the receipt of all necessary forms. The document concludes with a checklist of required documents and contact information for further assistance.
