“we are the retirement plan fiduciary. period.”

Unless you are a prudent expert in the field of retirement investing, you should not be forced to make investment decisions for your employees, nor should you be held liable for those decisions. Let LeafHouse take that off your plate.

Offload Liability

Your Investment Policy Statement (IPS) is the framework for your investment methodology. A good one protects you from liability. A bad one can double the trouble. If you are not an investment expert, you should not design and sign your IPS.

Design and Sign the IPS

Using the IPS as the guide, LeafHouse prudently and thoughtfully tailors an investment lineup using input from you and your advisor. No one knows your employees better than you.

Select and Monitor Investments

LeafHouse has the technology to oversee professional money management for your employees that want and need it.

Oversee Investment Mix

LeafHouse introduction video


Why do you need LeafHouse?

We’re really good at what we do.

Financial Advisor 2015 small 1NAPA Young Guns Logo smallNapa 401k Advisor Leadership Award Finalist Logo 2016 smallFinancial Times Top 401 Advisers Logo 2015 small2015 RIA Survey & Rankings Medal SmallPLANADVISER Top 100 Retirement Plan Advisors Logo small

What is the Benefit of Adding LeafHouse?

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How do 401(k) Committees Benefit?

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How do Advisors Benefit?

How Good are Your Funds?

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LeafHouse Live Education Impact since 2012

-1,204Number of Plans
-9.4Total Assets
-1.2Million Participants

LeafHouse does Live Free Fiduciary Education.
Come See Leafhouse in Person.

Utah

July 17th

Denver

July 25th