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Retirement Programs

Mesirow Quarterly Report

Mesirow Quarterly Review and P.O.L.I.C.E. Report

As part of Symetra Financial’s dedication to quality, Mesirow Financial provides a quarterly review of the funds available in our mutual fund retirement plans. The documents below include information on market conditions and fund performance, as well as a P.O.L.I.C.E (performance, organization, legal, investment policy, consistent style, expense) report which is a list of investment options that have fallen short of our performance criteria and are currently under review.

 

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