Retirement Products
Through Trustar Retirement Services®, Mesirow Financial offers retirement products and planning tools that can help address your clients' planning needs.
Tax Advantaged Products:
- Regular IRA
- Roth IRA
- Rollover IRA
- SEP IRA
- Health savings
- Education savings
- Profit sharing
- Pension
- Individual 401(k)
- 403(b)(7)
Additional Services:
- Supply account documents and updates as needed
- Introduce new retirement plans
- Assist with regulatory mailings
- Provide tax reporting statements
- Create customized brochures and marketing materials
- Provide updates on tax and regulation changes
- Offer technical expertise, guidance and training
Trustar Retirement Services® acts as trustee for our individual retirement accounts. Trustar, a trade name of Delaware Charter Guarantee & Trust Company, has specialized in self-directed retirement plans since 1977. It is the largest non-deposit trust company in the country with trust assets in excess of $18 billion. We selected Trustar due to its industry expertise, sophisticated online services and broad range of product offerings. In addition, Trustar has the ability to act as trustee on prototype plans as well as to create customized plans.
*Mesirow Financial does not provide tax advice.
