CHICAGO, March 11, 2020 – Mesirow Financial is pleased to announce that its Retirement Planning and Advisory team (“RPA”) has been named a 2020 Top 100 Retirement Plan Adviser by PLANADVISER. Mesirow Financial was recognized in the Large Team segment for both “$3.5 Billion or More in Retirement Plan Assets Under Advisement” and “200 Retirement Plans or More Under Advisement.” Mesirow Financial was also recently ranked among the Top DC Advisor Multi-Office Firms by National Association of Plan Advisors (“NAPA”) for year-end 2019.
“We are honored to once again be named both a Top Retirement Plan Adviser and a Top Defined Contribution Advisor Multi-Office Firm,” said David Dermenjian, President of Mesirow Retirement Advisory Services (RAS). “These industry recognitions speak to the dedication of the professionals within RAS and their sophistication in helping corporations, government entities and not-for-profit organizations manage their liabilities while simultaneously improving the effectiveness of their retirement plans. We remain laser-focused on delivering innovative advisory solutions that help plan sponsors and their employees achieve their goals and meet their fiduciary obligations.”
PLANADVISER Top 100 Retirement Plan Advisers
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration, as well as the number of plans under advisement. The 2020 PLANADVISER Top 100 Retirement Plan Advisers list is available online.
NAPA Top DC Advisor Multi-Office Firms
The NAPA Top DC Advisor Multi-Office Firms list is based on defined contribution (“DC”) assets under advisement as of December 31, 2019. Firms included had to have more than one physical office location and more than $1 billion in DC assets under advisement. The full list is available online.
About Mesirow Financial Retirement Planning and Advisory
With approximately $7 billion in assets under supervision,* we are dedicated to helping plan sponsors manage fiduciary risk, attract and retain employees and assist employees achieve the best possible retirement outcomes.
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our professionals are inspired by an entrepreneurial desire to develop tailored solutions designed to deliver measurable results. To learn more, please visit www.mesirow.com.
*Assets under supervision comprise RPA assets under advisement and assets under management as of 12/31/19.