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Fiduciary Guidance from
Mesirow Financial

We engaged Mesirow Financial to offer plan-level fiduciary services to help you establish and maintain a successful retirement-savings plan.

Through this arrangement, Mesirow Financial serves as an investment advisor and fiduciary to your plan, undertaking specific responsibilities with respect to your plan’s investment portfolio. As a co-fiduciary to your plan, Mesirow Financial will perform and defend their duties and obligations in compliance with 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

 

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Investment options are offered through a group variable annuity contract (Forms 902-GAQC-09 or 902-GAQC-09(OR) or 901-GAQC-07 or 901-GAQC-07(OR)) underwritten by United of Omaha Life Insurance Company for contracts issued in all states except New York. United of Omaha Life Insurance Company is not licensed in New York. In New York, Companion Life Insurance Company, Hauppauge, NY underwrites the group variable annuity (Form 900-GAQC-07(NY)). Each company accepts full responsibility for each of their respective contractual obligations under the contract but does not guarantee any contributions or investment returns except as to the Guaranteed Account and the Lifetime Guaranteed Income Account as provided under the contract. Neither United of Omaha, Companion Life Insurance, nor their representatives or affiliates offers investment advice in connection with the contract.

AFN40101-625