Mesirow Financial Investment Strategies is an industry leader in providing plan level fiduciary services through retirement plan providers. We are committed to providing multiple solutions to help plan providers, plan sponsors and advisors successfully achieve their intended investment outcome.
We understand the risks and challenges that come with offering a retirement plan. As a pioneer of outsourced fiduciary services, we have experience in developing complex fiduciary partnership programs customized for each of our provider partners and delivered to plan sponsors and advisors through a simple, flexible program.
CHICAGO, June 26, 2019 – Mesirow Financial announces a technology and fiduciary automation solution for broker-dealers to assist with their fiduciary management. Cetera® Financial Group has signed on to become the initial partner. Launched in response to the needs of the broker-dealer community, Mesirow Financial Fiduciary Automation Service Technology (Mesirow Financial FAST®) provides broker-dealers the same robust automation and compliance engine that Mesirow uses to service its own 3(21) and 3(38) outsourced fiduciary service clients.
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Mesirow Financial Investment Strategies can help make retirement plan fiduciary responsibility more manageable through a customized, consultative approach for all parties impacted by this obligation. Learn more about our 3(21) and 3(38) Fiduciary Partnership Service.
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The technology provides broker-dealers the same robust automation and compliance engine that Mesirow uses to service its own 3(21) and 3(38) outsourced fiduciary service clients.learn more
TIAA recently announced their new RetirePlus program, where the Mesirow Financial Investment Strategies Group has been selected to provide asset allocation services to support the program.read more
Mesirow will perform and defend its duties and obligations with respect to investment option monitoring in compliance with ERISA. Indemnification for plan sponsors and advisors is not subject to a liability cap.
Our easy-to-qualify 3(21) solution helps plan sponsors meet their 404(c) diversification requirements. Our 3(38) solution allows plan sponsors to choose a defined lineup or develop a customized lineup.
Mesirow is a pioneer of third-party fiduciary solutions leveraging more than 16 years of average industry experience within our team. By utilizing our PrecisionAlpha® process, a proprietary manager selection methodology, we can more accurately account for a manager’s true potential for success and active level of risk.
A dedicated key account manager works closely with you to build a successful partnership. We offer customized training programs that include presentations on our fiduciary solutions, as well as relevant industry topics.
Have questions or need more information? Contact us at 800.453.0600 or send us a message.