Retirement Planning and Advisory

We help plan sponsors manage fiduciary risk, attract and retain employees and help those employees achieve the best possible retirement outcomes. 

Helping Plan Sponsors Succeed

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.

Manage Fiduciary Risk

Our team’s specialized knowledge and expertise help you navigate the ever-changing retirement plan landscape. 

Drive Outcomes

Participant education and state-of-the-art budgeting, planning and investment management tools help you drive participant outcomes.

Strengthen Your Team

Our independence and focus on client service ensures you are working with a partner who puts your needs first. 

Work With the Best

You gain peace of mind by working with a recognized industry leader.

Felicia Rauls Listed on Crain’s 2019 Notable Women in Finance

Mesirow is proud to announce that Felicia Rauls, director of operations in our Retirement Planning and Advisory group, has been listed on Crain’s 2019 Notable Women in Finance. The list spotlights 30 women executives with at least five years' experience who manage money and are leaders in their respective roles. The executives are currently employed at investment banks, institutional money managers including private equity firms, exchanges, trading firms, institutional asset owners or in corporate finance departments in the Chicago area.

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Mesirow SMART Portfolios™ - Empowering Participants

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.

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Awards

Top 100 Retirement Plan Adviser by PLANADVISER (2019)
Mesirow Financial was recognized in the Large Team segment for both “$3.5 Billion or More in Retirement Plan Assets Under Advisement” and “200 Retirement Plans or More Under Advisement.”

Top DC Advisor Team by NAPA (2018)
NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors. The NAPA Top DC Advisor Teams is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.

Mesirow Serves as an Extension of Your Team So You Can...

Engage Your Participants

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.

Establish a Disciplined Process

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.

Tailor Your Plan to Meet Your Needs

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.

Mitigate Risk

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.

News & Views:

Active Share Can Be Useful, but It’s Not a Crystal Ball

This Perspective newsletter discusses active share and how the measurement can be informative for investors.

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2019: We're Off to A Strong Start

This Perspective newsletter discusses financial markets, possible Federal Reserve policy changes, and Brexit.

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Mesirow Named a Top 100 Retirement Plan Adviser

PLANADVISER’s list is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.

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Contact Us

Have questions or need more information? Contact us at 312.595.6179 or send us a message.

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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., © 2018, Mesirow Financial Holdings, Inc. All rights reserved.