As a fiduciary, you are responsible for ensuring that you select service providers and retirement programs that are appropriate for the needs of your plan and its participants while providing participants with adequate choice and the opportunity for diversification.
Once a fiduciary has selected the investment options for their plan, they have an ongoing responsibility to monitor and evaluate investment performance to ensure that the selected options are appropriate for continued investment by participants. This review should be conducted at least annually.
To assist you with fulfilling your responsibilities, Symetra Financial has partnered with Mesirow Financial to provide you with co-fiduciary protection. As an SEC Registered investment Advisor, Mesirow offers fund selection, monitoring, and asset allocation services. They innovative methodology centers on selecting funds that can enhance performance while staying true to your investment strategy and asset allocation policy. Their step-by-step selection process is:
As experts in fund selection and asset allocation, Mesirow is confident in their recommendations and agrees to share fiduciary responsibility with you with respect to the investment selections on the Mesirow Elite List.
