Three Mesirow Retirement Advisory Services Professionals Receive Top Industry Accolade
CHICAGO, May 9, 2022 – Mesirow is pleased to announce that three members of its Retirement Advisory Services team have been ranked among the 2022 Top Retirement Plan Advisers by PLANADVISER.
This year, PLANADVISER revamped the prestigious Top Retirement Plan Advisers listing criteria. The listing is now based at the individual adviser level, instead of at the team level, as was the case for prior years. Because of that, the list was expanded from 100 winners to 150 winners, based on quantitative measures such as number of plans and assets under management.
“We are honored that three of our advisors are among those named as PLANADVISER’s 2022 Top Retirement Plan Advisers,” said David Dermenjian, President of Mesirow Retirement Advisory Services. “Vincent Allegra, Kevin Babb and Christopher Pohlman have earned this recognition by continuously partnering with plan sponsors and employees; allowing them to effectively manage their plan and achieve their goals. This recognition speaks to the collaboration of all of the professionals within RAS as 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 $12.93 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 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.
*Assets under supervision comprise RAS assets under advisement and assets under management as of 3.31.2022.
Named a 2022 Top Retirement Plan Advisers by PLANADVISER (Received April 2022 for the year 2022 – No licensing fees were paid for use of the ranking). In order to be considered for PLANADVISER’s 2022 Top Retirement Plan Advisers list, applicants were required to complete a survey. This designation had been awarded to the top retirement plan advisers and teams based on quantitative measures such as the most plans and assets under advisement. The listing is based at the individual adviser level, instead of at the team level, as was the case for prior years. Team members were asked to supply their entry statistics as a fraction of their team’s figures. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if Mesirow is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Mesirow by any of its clients.