Communication and Education

Communication is the key to maximizing the value of a compensation or benefit program. Using a variety of methods, we strive to provide participants with the information they need to understand and make the most of their plan:

Online account access through our proprietary account access system, BenefitManager, allows participants to:

  • Enroll in a plan by following a simple, step-by-step guide
  • View daily account balances by fund, source or year
  • Change and verify investment allocations
  • Monitor investment performance
  • Research investment options
  • Access account transaction history
  • View and print benefit statements
  • Review plan eligibility and guidelines
  • Retrieve a variety of plan documents

Customized educational materials that provide participants with easy-to-understand information about their plan structure, benefits and how to enroll

Informational meetings where we answer questions, provide guidance and emphasize the value of executive benefits to encourage maximum plan participation

Help desk support for participant questions and client needs, from our knowledgeable professionals

Customized e-mails to participants, with informational and/or marketing messages

Web-casts, including real-time virtual meetings and on-demand enrollment training, to help ensure busy executives have access to important information

Individual benefit reports with detail on balances, positions, transactions and other account information, created for each participant on a quarterly basis

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