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RIA Inventive Planning says it has purchased a company retirement advisory staff from Mesirow that works with over 350 plans with roughly $13 billion in belongings.
Inventive Planning’s Retirement Providers Follow now companies about $137 billion in belongings beneath advisement.
The Mesirow staff’s “dedication to tailoring monetary options whereas championing social accountability aligns completely with our values,” based on Inventive Planning CEO Peter Mallouk. “They’re well-equipped to handle the retirement wants of plan sponsors, plan contributors, buyers and non-qualified plans.”
Led by David Dermenjian, Chris Pohlman, Vince Allegra and Chuck Lawless, the Chicago-based staff is acknowledged by the Nationwide Affiliation of Plan Advisors (NAPA) as a prime outlined contribution plan advisor.
“Our major purpose is to accomplice with plan sponsors and their staff to drive constructive outcomes by offering revolutionary options and finest in school shopper service,” Dermenjian mentioned in a press release.
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