Mesirow Financial's Retirement Planning and Advisory Group consists of investment advisors that provide retirement plan sponsors comprehensive consulting services.
Independent Minds
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.
Innovative Solutions
With a national presence, our advisors act as fiduciaries to retirement plans ranging in size from start-ups to large-market. By assisting organizations 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
Consulting Solutions
  • Investment policy development
  • Plan design
  • Participant education strategies
  • Vendor management
Investment Analysis and Monitoring
  • Quarterly market commentary
  • Performance measurement/reporting
  • Quantitative and qualitative analysis
  • Manager research/recommendations
Plan Analysis, Research and Benchmarking
  • Fee analysis, disclosure and benchmarking
  • Asset allocation and diversification analysis
  • Gap analysis
Project Engagements
  • M&A due diligence
  • Vendor searches
  • Plan sponsor support
Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA and SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2 of the Form ADV. 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., © 2016, Mesirow Financial Holdings, Inc. All rights reserved.