Associate Members

The trademarks and logos appearing on this page are owned by the respective companies named or depicted therein, and are used here by permission.


 

fis logoEnvestnet Retirement Solutions delivers a complete retirement practice suite of solutions.  Making informed decisions is best achieved through instant access to real-time data-driven dashboards that offer strategic insights into plan-level investment performance, plan management, and reporting. Our powerful tools are right at your fingertips—on your desktop or on your mobile device.  Whether you select all or a portion, our solutions are designed to fill the gaps and complement your team - and enhance your client support to power your practice. Managing a plan's investments and focusing on participants' outcomes is key to your success. Our team of investment professionals are eager to help you deliver those outcomes to your plans.

  • Regulatory Compliance Outsourcing and On-demand Plan Fee Benchmarking
  • Fully Integrated solution to power your entire retirement practice at your fingertips
  • Flexible fiduciary partner to your investment management needs

FDi Logo 2021Fiduciary Decisions provides independent, comprehensive and informative benchmarking services to the industry’s most respected Recordkeepers, Third Party Administrators, Broker/Dealers, Fund Managers and Advisor/Consultants to help them fulfill their ERISA duties. We ensure sure the Service Providers, Plan Sponsors and Plan Participants benefit from a comprehensive analysis for determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan are logically evaluated against the fees that are being paid.


mesirow logoMesirow 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. In partnership with many of the nation’s largest recordkeeping platforms, the Investment Strategies team at Mesirow Financial specializes in out-sourced fiduciary solutions; creating innovative automation technology, providing robust asset allocation strategies and manager selection services to financial institutions. Advisory services offered through Mesirow Financial Investment Management, Inc., an Sec registered investment advisor. To learn more, please visit mesirowfinancial.com.