Sentry Offers Mesirow Financial Services to Help Retirement Plan Sponsors Select and Monitor Investment Opportunities

CHICAGO--(BUSINESS WIRE)-- Sentry Insurance has selected Mesirow Financial to provide comprehensive fiduciary partnership services to retirement plan sponsors, helping plan sponsors maintain flexibility while mitigating their fiduciary risk.

“Managing fiduciary risk is critical for our plan sponsors who often lack the resources or expertise to address their fiduciary obligations in addition to managing their primary responsibilities,” said Mark Hackl, Vice President of Life and Health at Sentry. “Mesirow Financial has demonstrated expertise in working with all sizes of retirement plans, and offering access to their services will benefit all the companies we serve.”

Mesirow Financial’s Investment Strategies team will help plan sponsors select investment options, monitor investment performance, develop investment guidelines and act as overall investment manager. By leveraging Sentry retirement solutions and Mesirow Financial services, plan sponsors gain independent investment expertise, reduce the strain of selecting investments independently and benefit from proven assistance managing their fiduciary obligations.

“Our team demonstrates a thorough understanding of how to help retirement plan sponsors gather, grow and manage assets through changing market cycles,” said Michael Annin, Senior Managing Director and head of the Investment Strategies team at Mesirow Financial. “It is our privilege to contribute to the continued success of all Sentry plan sponsors.”

The Investment Strategies team at Mesirow Financial is an independent, third-party consultant that provides robust asset allocation strategies and manager selection to insurance companies, defined contribution providers, broker/dealers and mutual fund companies.

Sentry Insurance has been providing retirement plans to businesses for more than 40 years, and is one of the largest mutual insurance companies in the United States. For more information on Sentry’s innovative retirement plan solutions, visit sentry.com or call 888.847.2338 option 3.

Investment advisory services are provided by Mesirow Financial Investment Management, Inc., a registered investment advisor. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. Mesirow Financial is a diversified financial services firm headquartered in Chicago. Celebrating its 75th anniversary this year, the firm remains independent and employee-owned with approximately 1,200 employees globally. With expertise in investment management, global markets, insurance services and consulting, Mesirow Financial strives to meet the financial needs of institutions, public sector entities, corporations and individuals. For more information about Mesirow Financial, visit its website at mesirowfinancial.com.

Individual life insurance, annuities, pensions and group products are issued and administered by Sentry Life Insurance Company, Stevens Point, WI. In New York state only, individual life insurance, annuities, pensions and group products are issued and administered by Sentry Life Insurance Company of New York, Syracuse, NY. Policies, coverages, benefits and discounts are not available in all states. See policy for complete coverage details. In New York, coverage provided through policy form number: (Pension) 840-300(NY).

Mesirow FinancialJulie Liedtke, 312.595.7902
[email protected]

Source: Mesirow Financial