Retirement Advisory Services

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 can help. 

Retirement Advisory Services aligns the full power of Mesirow for plan sponsors as well as participants across qualified plans, nonqualified plans, advisor managed accounts and discretionary investment management. We provide advisory services that help clients attract, retain and reward top talent, even in the most competitive environments.

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

Advisor managed accounts, participant education, and budgeting, planning and investment 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. 

Attract & Retain Talent

Our expertise in the design and management of nonqualified plans can help you recruit, retain, motivate and reward your key talent.

Mesirow Retirement Advisory Services Welcomes New Professionals

The enhanced capabilities of Mesirow Retirement Advisory Services enable plan sponsors to more effectively manage fiduciary risk through resources including an expanded expertise in investment research and fund selection, qualified and non-qualified plan consulting, all with a focus on achieving the best participant outcome while expanding and strengthening the long-standing partnership between Mesirow and CIBC.

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News & Views:

Webcast: COVID-19 Market and Retirement Update

The current market drawdown as been swift and furious, blindsiding many retirement plan participants. Listen to what Mesirow experts have to say about markets, recent legislation, and retirement planning.

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COVID-19 and the Market

Read our most recent emails about how COVID-19 is impacting markets.

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Perspectives | 2019: A Winning Year in Review

This Perspectives article looks back at 2019 and provides key takeaways and analysis to help you avoid road blocks in 2020.

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Awards

Top 100 Retirement Plan Adviser by PLANADVISER (2020)
Mesirow Retirement Advisory Services 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.” see list

Top DC Advisor Multi-Office Firm by NAPA (2020)
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 Mult-Offce Firm is a compilation of leading individual advisor firms with more than a single office and have more than $1 billion in Assets Under Advisement at 12/31/19. see list

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's Retirement Advisory Services Investment Committee.

Put your participants in the driver’s seat with Mesirow SMART Portfolios.

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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.

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

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Mesirow Financial maintains a strategic partnership with CIBC. 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 2A 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., © 2020, Mesirow Financial Holdings, Inc. All rights reserved.