Step into your brighter future.

At Merit, we’re 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 a B++ rating from AM Best, we prioritize the exceptional service and intentional innovation that our partners and clients deserve from their retirement solutions provider.

B++ Rating from AM Best

in 1957

Partner for a Lifetime

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


In a complex industry, we prioritize simplicity and transparency.


We leverage fresh perspectives to create powerful solutions.


Our solutions and products are built upon a solid foundation.


We help our clients retire on their own terms and our partners do what they do best. 


No matter the market, we are invested in your peace of mind.


Looking forward starts now.