Mesirow Fiduciary Solutions' retirement portfolio models combine traditional investments with guaranteed income solutions to help:
- Increase retirement income confidence
- Reduce downside risk
- Support better participant outcomes
- Potentially lower overall expenses compared with off-the-shelf target date options
Portfolio services for TIAA
Mesirow works directly with consultants and plan sponsors as a 3(38) investment manager to provide either custom or pre-built target date portfolios.
- Custom target date portfolios: Flexibility to create customized glide paths using the existing plan lineup, including index-only, hybrid active/passive, and annuity-integrated investment strategies.
- Pre-built target date portfolios: Utilize pre-built portfolios designed to replicate familiar target date fund glide paths, providing a seamless participant experience while maintaining flexibility.