Media Placements
Ignites, Feb 16, 2012, "Mesirow Joins Fiduciary-for-Hire Business With PNC Deal" – The article announces PNC's introduction of Mesirow Financial's Investment Strategies group's 3(21) and 3(38) ERISA fiduciary services for  its Vested Interest® retirement plan sponsors. The article also describes Mesirow Financial's growth in the fiduciary services industry, quoting Michael Annin, senior managing director and head of the Investment Strategies team, as well as Lou Harvey, president at Dalbar, who said, "Mesirow is definitely building that business and arguably is ahead of the pack in doing it."
Marketwire, Jan 25, 2012, "White Paper From Drinker Biddle Considers Risk Mitigation Approach to 401(k) Plan Design" – Law firm Drinker Biddle issued a white paper, “Selecting Investments: The Security Benefit® Fiduciary Partnership Solution,” which analyzes the specific challenges facing retirement plan fiduciaries and financial advisors providing services to their plan clients. The paper concludes that the approach designed by Security Benefit and Mesirow Financial offers a complete solution to certain fiduciary challenges. To request the full copy of the white paper, please call 800.747.5164 or request a copy via email.
Investment News, Jan 06, 2012, "Securities America 'in great spot' after Mutual of Omaha deal" – The article details how Securities America added the Mutual of Omaha Insurance Co. as one of its retirement plan vendors and, in doing so, is able to provide its plan sponsors with the fiduciary partnership services of Mesirow Financial’s Investment Strategies team.
Investment News, Jan 01, 2012, "Retirement plan brokers outsource fiduciary duties: Morningstar, Wilshire and Mesirow lead effort to manage small plans" – The article describes the increasing demand by retirement plan sponsors for outsourced fiduciary services, like those offered by Mesirow Financial’s Investment Strategies group. Michael Annin, senior managing director, Investment Strategies, is cited in the piece.
Registered Rep., Nov 01, 2011, "Majoring in Retirement" – Dominic Falaschetti, senior vice president, Investment Strategies, is quoted in the article that discusses the changing regulatory environment for retirement plans, and the growing need for fiduciary services.