Fiduciary Guidance from Mesirow Financial

Mutual of Omaha Retirement Services engaged Mesirow Financial to offer plan-level fiduciary support to help plan sponsors establish and maintain a successful retirement-savings plan.

Through this arrangement, Mesirow Financial Investment Management, Inc. serves as an investment advisor and fiduciary to your plan, undertaking specific responsibilities with respect to your plan’s investment portfolio. As a fiduciary to your plan, Mesirow Financial will perform and defend their duties and obligations in accordance with the high standards of care applicable under ERISA.

Services provided by Mesirow Financial include:

• Selection of funds included on Mesirow Financial Elite Lists
• Quarterly fund due diligence reports on all Elite List investments
• Quarterly watch list reports to monitor funds
• Ongoing recommendations to remove or replace Elite List funds as appropriate

Contact your relationship manager to learn more.

Sponsor Login

Login to access your plan information.