We help plan sponsors manage fiduciary risk, attract and retain employees and help those employees achieve the best possible retirement outcomes.
As a plan sponsor, you aim to manage your fiduciary obligations while also helping your plan participants effectively prepare for retirement. Yet constant legal and regulatory changes, combined with shrinking HR departments, industry consolidation, market volatility, and low savings rates, makes this one of the most difficult times in history to achieve that goal. Mesirow Financial can help.
We specialize in helping corporations, government entities and not-for-profit organizations manage their liabilities while simultaneously improving the effectiveness of their retirement plans.
Because we are an independent, employee-owned firm, our interests are directly aligned with yours. As a result, you gain a partner who strengthens your team with specialized knowledge, unbiased advice and truly customized solutions.
Our team’s specialized knowledge and expertise help you navigate the ever-changing retirement plan landscape.
Participant education and state-of-the-art budgeting, planning and investment management tools help you drive participant outcomes.
Our independence and focus on client service ensures you are working with a partner who puts your needs first.
You gain peace of mind by working with a recognized industry leader.
Mesirow SMART Portfolios helps you empower your participants to take control of their overall financial picture by providing a state-of-the-art, supplemental savings vehicle designed to manage rollover dollars and other ancillary savings.
Your participants gain access to professionally managed, institutional-quality portfolio management in a secure, low-cost and easy-to-use online tool, backed by the active input and oversight of Mesirow Financial's Retirement Planning and Advisory Investment Committee.
Put your participants in the driver’s seat with Mesirow SMART Portfolios.
Our commitment to your success centers on driving participant outcomes. Comprehensive education and communication, combined with state-of-the-art investment management tools, helps engage your participants and put them on the path toward financial security.
Rigorous quantitative and qualitative research and analysis, led by our Investment Committee, provides deep insight to inform investment decisions. The processes include consistent review of supplemental options and additions, as well as continued performance monitoring.
Understanding your company’s comprehensive plan is the first step in helping you reach the goals you want to achieve. We look at plan design, participant behavior and industry statistics to help ensure we are addressing all factors before suggesting a holistic solution.
As your fiduciary partner, we help you fulfill your fiduciary obligations and manage risk by establishing a systematic, repeatable and well-documented process. Ongoing industry monitoring and analysis continues to keep you informed and your plan in compliance.
Mesirow Financial Retirement Planning and Advisory has been named a Top 100 Retirement Plan Adviser by PLANADVISER magazine.
The Department of Labor recently released the final version of the “Conflict of Interest Rule – Retirement Investment Advice” and related exemptions, better known as the “Fiduciary Rule.”View Update
Have questions or need more information? Contact us at 312.595.6179 or send us a message.Submit an inquiry