Best-in-Class Aggregation of Services

Investment Selection & Monitoring


We engage Mesirow to provide strategic investment consulting. They help us:

  1. Determine the number and types of investment options
  2. Identify investment options that meet our quantitative and qualitative screens
  3. Conduct on-going monitoring of investment options
  4. Replace investment options that no longer meet quantitative or qualitative criteria

Founded in 1937, Mesirow is an independent financial services firm with $160 billion in total assets under supervision.1

Investment Fiduciary Services


Through the Mesirow "Fiduciary Partnership Program", advisors and plan sponsors may select from two fiduciary service options: 3(21) Co-Fiduciary Service or 3(38) Investment Manager Service.



With more than 35 years of experience, Ascensus is the largest independent retirement services provider in the United States. Ascensus specializes in recordkeeping, administrative and program management services, supporting more than 46,000 retirement plans.


With more than 25 years of experience, the EPIC RPS family serves as a valued-added recordkeeper and retirement plan consultant for more than 215,000 participants in 4,100 retirement plans with $15.2 billion in assets. EPIC supports individual employer-sponsored plans and financial consultant partners in all 50 states.