Shauna Kelly-Moran is a Vice President and Client Relationship Specialist in Mesirow Wealth Management She is responsible for day-to-day client service and communications including client portfolio analysis trade requests account processing and documentation Shauna joined the firm in 2005 and has 19 years of experience in the financial services industry Shauna earned her Bachelor of Arts from the…

Shelley Letner is a Vice President and Client Relationship Specialist in Mesirow Wealth Management Shelley’s responsibilities range from establishing client relationships handling general account maintenance and tasks to creating solutions to meet complex client needs Shelley delivers exceptional value to clients with high touch personal service Shelley joined the firm in 2003 and has 30 years of…

Simon Mui is a Managing Director at Mesirow in the Institutional Sales and Trading group  He is the head of mortgage research and a desk strategist focusing on securitized products with emphasis on the CMBS and RMBS markets Simon has over 20 years in the industry focusing on securitized products  Prior to Mesirow Simon spent 16 years at Deutsche Bank where he served in Valuation Risk Management…

For many employees the 401(k is the bedrock of their retirement plan  At large companies the availability of such an important retirement vehicle is often taken as a given and the administration of the plan an afterthought to be handled by the Human Resources department  However for the self-employed or small business owner establishing and maintaining a 401(k plan can be time consuming and…, In these circumstances while it may be feasible to act as a plan administrator on your own 401(k plan the process of setting up and maintaining these types of plans often requires a large amount of paperwork processing accountant-level bookkeeping and a firm understanding of everchanging legal guidelines  It can quickly eat up precious hours for a small business owner and can be quite…, How a Third Party Administrator (TPA can help, TPAs are hired to assist with the management and maintenance of your company’s retirement plan  Communicating with participants keeping accurate records and plan documents and ensuring compliance with government regulations are just a few of the responsibilities a TPA will take on for you Tasked with understanding your unique business and goals they will work directly with you and your Mesirow…, Next steps, As with any decision relating to your financial well-being your advisor can help to work through these factors to determine an appropriate TPA for you and your company The goal of using a TPA is not to add to the complexity of your plan rather to let you get back to what matters your work and your employees  If you’d like to learn more about how a TPA could help your unique situation contact your…, Published February 2025