PLANADVISER once again names Mesirow Retirement Advisory Services professionals to the 2023 Top Retirement Plan Adviser list.
Reflects team’s excellence in partnering with plan sponsors to manage fiduciary risk as they attract and retain employees, then help guide those employees to achieving the best possible retirement outcomes.
CHICAGO, April 13, 2023 – Mesirow is pleased to announce that four members of its Retirement Advisory Services team – Vincent Allegra, Kevin Babb, Charles Lawless and Christopher Pohlman – have been ranked among the 2023 Top Retirement Plan Advisers by PLANADVISER.
The PLANADVISER Top Retirement Plan Advisers recognition is based on quantitative measures such as number of plans and assets under management at the individual adviser level. Known for its selectivity and rigorous criteria, the 2023 Top Retirement Plan Advisers list comprises 205 advisors who stand out for their service of all types of retirement plans.
“We are honored that four of our advisors are among those included in PLANADVISER’s 2023 Top Retirement Plan Advisers,” said David Dermenjian, President of Mesirow Retirement Advisory Services. “Our team continues to earn industry recognition by continuously partnering with plan sponsors as they efficiently manage their plans, and with employees as they advance towards their financial and retirement goals. We remain laser focused on delivering innovative retirement advisory solutions for corporations, government entities and not-for-profit organizations.”
About Mesirow Retirement Advisory Services
With approximately $11.3 billion in assets,* we are dedicated to helping plan sponsors manage fiduciary risk, attract and retain employees and assist employees to achieve the best possible retirement outcomes.
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com and follow us on LinkedIn.
Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s.