Mesirow, a Chicago-based retirement solutions firm, and New York- based RPG Consultants have announced an alliance for 3(38) investment fiduciary services that enables retirement plan sponsors to access best-in-class portfolio management capabilities for their defined benefit and contribution plans.
The services offered on the platform include recordkeeping, as well as plan consulting, actuarial and administration services.
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Utilizing Mesirow Financial’s 401(k) plan methodology and implementation technology, the alliance offers plan sponsors a solution to manage fiduciary risk and enhance the value they offer to participants in their 401(k) and profit sharing plans.
Combining these services with RPG’s platform enabled retirement portfolio customization at a reasonable cost. With an array of portfolio options that include professionally managed investment models, plan advisors can offer participants a simple tool for allocating their retirement assets.
Senior managing director and head of the Investment Strategies team, Michael Annin, said, "This is another step in our continuous effort to expand the audience for our flexible and cost-efficient fiduciary solutions."
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