Mesirow Financial's Retirement Plan Advisory Group consists of registered investment advisors that provide retirement plan sponsors comprehensive consulting services. As a retirement plan consultant, our role is to objectively assist corporate retirement plans in establishing and/or maintaining a consistent and ongoing documented process of prudent oversight and due diligence.
Retirement plan fiduciaries face unprecedented liability and require independent, objective counsel. Unlike many brokers and advisors, our expertise can be found in our independence and objectivity, quality of analysis, breadth of services, financial strength and partnerships with our clients.
With a national presence, our advisors act as fiduciaries to retirement plans ranging in size from start-ups to large-market. By assisting trustees with their fiduciary responsibilities, our qualified professionals seek to manage liability while improving the effectiveness of the retirement plan.
We provide diverse and in-depth services to plan sponsors:
Addressing Fiduciary Obligations
- Analyze plan expenses
- Set guidelines for prudent investment practices
- Create a diversified investment menu
- Educate participants
- Perform ongoing due diligence of investment managers and vendors
- Document due diligence process
- Investment policy development
- Plan design
- Participant education strategies
- Vendor management
- Quarterly market commentary
- Performance measurement and reporting
- Quantitative and qualitative investment analysis
- Manager research and recommendations
- Fee analysis, disclosure and benchmarking
- Asset allocation and diversification analysis
- Gap analysis
- M&A due diligence
- Vendor searches
- Plan sponsor support
Any opinions expressed are subject to change without notice. Mesirow Financial Investment Management, Inc. and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities discussed herein and may also perform financial advisory or investment banking services for those companies. Mesirow Financial does not offer tax advice. Advisory Fees are described in Mesirow Financial Investment Management Inc.'s Part II of the Form ADV. Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member NYSE, SIPC.
Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2009, Mesirow Financial Holdings, Inc. All rights reserved.
