Focus on Driving Participant Outcomes
We believe engaging participants is the key to maintaining a thriving retirement plan. Mesirow Financial blends industry best practices with cutting-edge behavioral finance techniques to engage participants and help them harness the power of their retirement plans, including:
Deep Understanding of the Marketplace
Helping you maximize the value of your retirement plan takes in-depth industry knowledge and expertise. With decades of experience focused on the retirement plan space, our leadership team provides you with comprehensive solutions and proven expertise in:
Our team has developed specialized knowledge in several niche markets, including:
As part of our holistic participant experience, we have developed Mesirow SMART Portfolios to help participants take control of their overall financial picture through our state-of-the-art, supplemental savings vehicle designed to manage rollover dollars and other ancillary savings.
SMART Portfolios gives your participants 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.
We can provide you plan investment options from which to choose.
As your 3(21) fiduciary, we serve as your investment advisor so you can:
We can choose and manage your plan's investment options for you.
As your 3(38) fiduciary, we serve as your investment manager, which allows you to:
Have questions or need more information? Contact us at 312.595.6179 or send us a message.Submit an inquiry