Associate Members

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DST logoDST is a leading provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. In the retirement space, DST is redefining the client experience to deliver personalized, nimble and platform-agnostic solutions for plan participants and plan sponsors. DST helps you to gain actionable insights, differentiate yourself from your competition, and provide operational and service excellence across critical areas such as Retirement Account Servicing, Plan Health Intelligence, Personalized User Experience, Rollover and Income Portability, and Advisor Solutions. Learn more at: www.dstsystems.com/retirement.


FBi LogoFiduciary Benchmarks provides independent, comprehensive and informative benchmarking services to the industry’s most respected Recordkeepers, Third Party Administrators, Broker/Dealers, Fund Managers and Advisor/Consultants to help them fulfill their ERISA duties. We ensure sure the Service Providers, Plan Sponsors and Plan Participants benefit from a comprehensive analysis for determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan are logically evaluated against the fees that are being paid.


fin enginesBuilding a healthy financial future extends far beyond the 401k – with additional assets outside of the plan and near-term financial goals taking precedence, participants are looking for comprehensive guidance they can trust. As a leading provider of Financial Wellness and Advisory Solutions in the workplace, Financial Engines has developed a suite of services that can support participants as their needs change overtime, no matter how they prefer to engage - whether online, over the phone, or in-person. Our services include a focus on financial wellness, self-service investment advice, management, and comprehensive financial planning. And as a fiduciary for over 20 years, we always act in their best interest with the goal of helping all participants plan, prepare and prosper.


mesirow logoMesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. In partnership with many of the nation’s largest recordkeeping platforms, the Investment Strategies team at Mesirow Financial specializes in out-sourced fiduciary solutions; creating innovative automation technology, providing robust asset allocation strategies and manager selection services to financial institutions. Advisory services offered through Mesirow Financial Investment Management, Inc., an Sec registered investment advisor. To learn more, please visit mesirowfinancial.com.