Browsing Tag
Mesirow
4 posts
FuturePlan, Voya Launch PATH PEP to Expand Pooled Plan Options for Employers
New pooled employer plan combines FuturePlan's administrative and fiduciary services with Voya's recordkeeping platform, Mesirow as 3(38)
Mesirow to Acquire LeafHouse Advisory Business, Expand Fiduciary Platform
Deal adds FlexFiduciary and InvestBuild capabilities while boosting Mesirow’s scale, distribution, and technology-driven retirement plan solutions; allows LeafHouse to focus on creating technology that helps advisors and institutions operate more effectively
ADP Launches PEP with Embedded Payroll, Recordkeeping Integration
New “Save4Retirement” Pooled Employer Plan designed to cut costs and complexity
401GO Grows Retirement Investment Offerings with Mesirow
With the partnership, advisors can access Mesirow's 3(38) fiduciary services through the 401GO platform