Rita Latnhotha is a Managing Director, Client Service in Mesirow Retirement Advisory Services. Rita is responsible for the group’s client management and operational processes. She acts as a relationship manager and technical liaison between recordkeepers, plan sponsors and fund managers. She also assists with the implementation of strategies to improve plan utilization and enhance the overall retirement plan experience for plan sponsors and participants.
Rita joined Mesirow in 2017 and has 19 years of retirement plan industry experience. Prior to joining Mesirow, she held multiple positions at Principal Financial Group, including Relationship Manager, Consulting Analyst and Financial Accountant. During her time at Principal Financial, she managed client relationships with defined contribution, defined benefit and non-qualified retirement plan sizes between $5 million to $100 million. In addition, she conducted client plan reviews and provided analysis on plan health, participant behavior and created education strategies to improve participant outcomes.
Rita is a mentor for LINK Unlimited Scholars. LINK Unlimited provides a four-year high school fellowship for Black students in the Chicago area, which includes the resources and support for Scholars to reach their full potential.
Rita earned a Bachelor of Science in Finance and Accounting from Drake University. She also holds FINRA Series 7 and 66 licenses as well as a Life and Health Insurance license.