Fiduciary Partnership Program

Plan sponsors carry a heavy burden of accountability for the investment options they offer to participants. As experts in fund selection and asset allocation we are confident in our recommendations and agree to share fiduciary responsibility with plan sponsors with respect to the investment selections on the Mesirow Financial Elite List.

Additionally, we offer services that help plan sponsors implement Qualified Default Investment Alternatives (QDIAs) such as Target Maturity Portfolios and Managed Accounts.

Ongoing Monitoring and Plan Support
Through our partnership, plan sponsors receive extensive resources to assist them in maintaining and monitoring their retirement program.