Recordkeepers & Third-Party Administrators (TPAs)

LeafHouse helps support existing client needs and close new business for plan sponsor relationships.

We build customized investment solutions for the industry.

As a FlexFiduciary™, LeafHouse can customize the investment choices offered to the plan. We can incorporate a preferred fund family into a plan lineup, and upon request, we offer managed models for participant use. LeafHouse will always act in the best interest of the plan’s participants.

We have dedicated service desks to assist with onboardings, fund changes, investment reporting with performance updates, and asset mapping management.  

LeafHouse partners with recordkeepers and other service providers to create pre-packaged solutions to optimize distribution among partners.