News
First 403(b) Pooled Employer Plan Launches Post SECURE 2.0
The Platinum 401k brings the first 403(b) program to the market after SECURE 2.0 permits the nonprofit plans to maintain a PEP, with Voya as recordkeeper and LeafHouse Financial as 3(38) investment manager.
The Undesirable Consequences of Flawed Financial Assumptions
The Undesirable Consequences of Flawed Financial Assumptions: Industry Trends and Research
The Road Less Traveled for Retirement Planning: Cash Balance Pensions
Todd Kading and Chad Rice make the case for often-overlooked cash balance plans as a valuable benefit
Saving for Retirement: No One Size Fits All
LeafHouse’s Michael Garberich makes a case for personalized managed accounts.
If at First You Don’t Succeed—The Case for 401(k) Re-enrollment
When it comes to retirement savings, there is a way—automatic enrollment. And a new plan design is growing in popularity with plan sponsors and advisors—re-enrollment.
Responding to the Changing US Retirement Market
Chad Brown, Chief Operating Officer, LeafHouse Financial, discusses how pension funds can mitigate the risks in the drawdown phase of retirement for their clients from an operations perspective.
