Helping plan sponsors succeed...
is our primary goal. We know plan sponsors require a systematic, repeatable and well-documented process, so we do more than simply help you fulfill this fiduciary obligation. We lay the groundwork for success with sound plan design, meticulous implementation and a laser focus on driving outcomes that truly matter.
1. As of 6.30.20. 2. Some assets under advisement are on a 45-to-90-day lag due to time needed to confirm away assets. Assets reported include $7B, as of 6.30.20, in assets under advisement. As of 7.31.20, an additional 93 plans and $2.2B in assets under advisement are reported which are a result of Retirement Advisory Services’ partnership with CIBC Corporate Retirement Services. 3. Data as of 9.30.20.Mesirow maintains a strategic partnership with CIBC. 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.