Fiduciary Solutions Knowledge Center

Our clients often share that one of the most valuable aspects of their relationship with us is our understanding of the retirement plan industry and the investment landscape. 

Timely topics

The appropriate age for transition to managed accounts in a QDIA framework
In this paper, we review evidence of retirement under-saving and potential solutions, as well as empirical evidence regarding investor reaction to negative market returns.  Read more

The case for proactive re-enrollment as industry best practice
Proactive plan design elements, such as auto-enrollment and auto-escalation, represent industry best practice and have become the norm among plan sponsors. Their presence results in better participant outcomes, particularly when used in an opt-out fashion. Read more


How can 401(k)s best integrate retirement income into an investment lineup?

February 4, 2021: Vincent Vicidomini, SVP with Mesirow Fiduciary Solutions, recently joined Prudential Retirement to share their thoughts on the current state of retirement income products following the 2020 SECURE Act. Thanks to the Retirement Advisor Council (RAC) for hosting this important event.

Interested in learning more?

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.