Our Insights

Through exclusive white papers and case studies, our professionals share their expertise about rules and trends in the compensation and executive benefits arena – and the resulting planning opportunities.

White Papers:

• Pension Plan Termination (PDF)
• COLI Best Practices (PDF)
• Accounting Treatment of Life insurance Products vs. Mutual Funds (PDF)

Case Studies:

• Case Study: Pension Plan Termination
• Case Study: Maximizing Retirement Savings Using Integrated NQDCP (PDF)

Neither Mesirow Financial nor its employees provide tax advice. Securities offered though Mesirow Financial, Inc,. Member NYSE/SIPC.