Mesirow Fiduciary Solutions 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.
JPMorgan Chase recently announced the launch of Everyday 401(k) by J.P.Morgan, giving the firm's thousands of small business clients and their employees the ability to simply plan, save and invest for retirement.
All plans will have a single investment menu that is created and monitored by Mesirow Fiduciary Solutions, which serves as an independent fiduciary under Section 3(38) of the Employee Retirement Income Security Act.
Mesirow Fiduciary Solutions 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.
Gain timely and valuable insights into recent performance and trends in the economy and capital markets.
Gain timely and valuable insights into recent performance and trends in the economy and capital markets.Read more
Both fundamental and quantitative investors argue that the spread between value and growth stocks is at all-time highs. Depending on the reference frame, either growth stocks are overhyped or the value stocks lag...but which one?read the article
The stable value market has experienced healthy inflows as retirement plan participants migrate away from equity market volatility. Read more about how recent market conditions are impacting stable value products.learn 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. 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.