Mesirow Retirement Advisory Services provides retirement plan services to corporations, municipalities and nonprofit organizations nationwide. We help plan sponsors and employers manage fiduciary risk, provide strategic plan consulting, perform qualitative and quantitative investment monitoring on plan assets and develop solutions to assist employees in saving for retirement.
We take on the fiduciary risk
Mesirow offers a well-rounded support program designed to take the administrative burden off the employer.
Fiduciary services - ERISA focused experts take the helm, allowing the adopting employer’s professionals to do what they do best. We assume responsibility for all fiduciary functions that are allowed by the SECURE Act.
Trustee and custodial services - Newport Trust Company will perform all required trustee functions for the PEP including overseeing contributions to and distributions from plan assets.
*Mesirow Retirement Advisory Services serves as an ERISA 3(38) investment manager for the Pooled Employer Plan (PEP) and Newport Group Inc. (Newport) serves as the Pooled Plan Provider (PPP).
Advisory services offered by Mesirow Financial Investment Management, Inc. (MFIM), 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., © 2022, Mesirow Financial Holdings, Inc. All rights reserved.
Mesirow is not affiliated with The Newport Group LLC. or any of their affiliates. MyFinancial Future® utilizes advisor managed accounts to deliver customized investment management and financial planning services to plan participants to improve retirement readiness. The program goes beyond the typical “age-based” investment strategy to look at your individual situation and retirement goals to create an investment strategy that is tailored uniquely to you. Additionally, you have access to a robust user portal which allows you to integrate your other investment and savings accounts while providing planning tools and features that enhance your ability to plan for retirement.