Plan Sponsor / Employers

We at LeafHouse recognize the current economic climate.

LeafHouse is a unique investment manager that specializes in providing fiduciary services at a plan level. Our objective is to deliver quality investment services to defined contribution (DC) and Defined Benefit (DB) retirement plans, incorporating fiduciary management principles and Employee Retirement Income and Securities Act (ERISA) best practices for participant-directed retirement plan sponsors. 

Our program encompasses a comprehensive and systematic process that enables LeafHouse to document and prudently select, evaluate, and monitor funds using generally accepted investment principles and modern portfolio theories widely accepted in the academic world. The fund evaluation and monitoring methodology provides a consistent and documented process to fulfill fiduciary obligations. This process was designed to enable LeafHouse to make investment decisions solely in the best interests of plan participants and their beneficiaries.

LeafHouse delivers quality investment services, providing the highest degree of fiduciary protection against legal challenges, regulatory uncertainty, and market volatility. We provide fee transparency and avoid or mitigate conflicts of interest.

Advisors, employers and their employees need reassurance that their retirement plan investments are appropriate given the market.  

In order to help you, we are offering to review any retirement plan lineup and provide a consultation with a member of our Investment Committee at no cost.