Fiduciary Solutions

We help the retirement plan community achieve their intended investment objectives through our institutional 3(21) and 3(38) Fiduciary Partnership Services, fiduciary technology and reporting, and customized default solutions.

For institutional investors

Mesirow named 3(38) fiduciary for Everyday 401(k) by J.P.Morgan

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.

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A dependable outsourced fiduciary pioneer

Our team of experts has delivered a full suite of fiduciary services to recordkeepers, sponsors, advisors and participants through easy-to-understand investment programs since 2006.

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Additional solutions

Retirement income product and asset allocation optimization
Manager due diligence across funds, collectives and separate accounts
Mesirow Financial Precision Retirement® provides participant managed accounts and digital point-in-time advice
Investment mapping for replacement funds or entire plan lineups
Stable value/money market due diligence reports and comparison tools

Insights

Stay current

on the economy, capital markets and retirement investing trends and opportunities.

Commentary

Global market performance at a glance - 2Q2020

Convergence of Value & Growth

Are growth stocks overhyped or is there a value stock lag?

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Meet our team

Clients value our team's expertise, commitment to excellence and client focus.
We build longstanding, strategic client relationships, and we commit to the highest standards in transparency, client loyalty and independence.

Profiles

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*The team that comprises Mesirow Fiduciary Solutions was one of two pioneer providers in this space in 2006 and continues to drive innovation through business model products and services.

Neither principal nor the underlying assets of target date investments are guaranteed at any time, including the target date, and investment risk remains at all time. There is no assurance that the recommended asset allocation will either maximize returns or minimize risk or be the appropriate allocation in all circumstances for every investor with a particular time horizon. Advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA and SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.