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
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.
What’s new...
Our new quarterly Investment Review
Launches in May 2022
Our comprehensive investment monitoring report for advisors and plan sponsors has been enhanced with new data and charts, including investment option utilization, asset mix, and more fiduciary coverage details. Select the service that you use for more information.
3(21): Read the brochure | watch the video
3(21) Auto-Execute: Read the brochure | watch the video
3(38): Read the brochure | watch the video
Market Commentary
Keith Gustafson, Managing Director of Asset Allocation and Retirement Income, provides insights into current market conditions in this quarter’s webcast.
Download the PDF
Additional solutions
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Retirement income product and asset allocation optimization
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Manager due diligence across funds, collectives and separate accounts
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Investment mapping for replacement funds or entire plan lineups
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Stable value/money market due diligence reports and comparison tools
Insights
Senior leaders
*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.