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 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.
Our Perspectives newsletter provides important information on the retirement plan marketplace and different investment vehicles. Subscribe to our newsletter.
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.
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.
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.
Historically the monthly stock market return has been positive about 65% of the time. Recently, however, a false sense of security has washed over investors. Which brings up the question: are you diversified?learn more
Is growth starting to show signs of a slowdown? Our Perspectives newsletter gives insights into topics that can affect your portfolio and shape market sentiment.learn more
PLANADVISER’s list is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.learn more
Have questions or need more information? Contact us at 312.595.6179 or send us a message.submit an inquiry