Partner for a lifetime.
Modernizing a path to retirement that elevates ease and puts people first.
Retirement, refocused.
When it comes to retirement, we believe that everyone deserves to build their legacy in line with their values. For us, that means modernizing a path to retirement that puts people first.
Unencumbered by legacy business, we are focused on nothing but our clients’ success. That’s why we listen to what our partners need, designing innovative products that can be their competitive advantage and efficient, streamlined processes that aim to make their lives easier.
At Merit, our roots run deep.
With the financial strength of 777 Partners, a holding company with assets in excess of $7.5 billion, and an A- rating from AM Best, we prioritize the exceptional service and intentional innovation that our partners and clients deserve from their retirement solutions provider.
A- Rating from AM Best
Established
in 1957
Part of 777 Partners
Why we do what we do.
Our Mission
To deliver innovative solutions that refocus the path to retirement security.
Our Vision
To empower our clients to plan their future with confidence.
Our Core Values
Simplicity
In a complex industry, we prioritize simplicity and transparency.
Ingenuity
We leverage fresh perspectives to create powerful solutions.
Stability
Our solutions and products are built upon a solid foundation.
Empowerment
We help our clients retire on their own terms and our partners do what they do best.
Security
No matter the market, we are invested in your peace of mind.