Fiduciary Partnership
The Mesirow Financial Fiduciary Partnership service can help to make your plan sponsors' fiduciary duty more manageable. Through a customized, consultative relationship with a retirement platform, Mesirow Financial will:
- Create the Mesirow Financial Elite List that covers a broad range of funds in asset classes that are appropriate for long-term retirement investing
- Provide the Mesirow Financial Quarterly Reporting Package, including market commentary and a manager monitor report (The Mesirow Financial POLICE Report®)
- Assist plan sponsor clients in their fiduciary responsibilities with respect to investment selection and monitoring
Fiduciary Liability
A plan sponsor's role comes with a heavy burden of accountability for the investment options that they offer to participants. Through an extensive analysis of a retirement platform's investment landscape, Mesirow Financial will explicitly take fiduciary responsibility for all investments included on the Mesirow Financial Elite List.

