Packaged Solutions

LeafHouse creates smart and flexible packaged retirement solutions to better serve clients.

  • Identifies industry needs for flexibility and working with the retirement community 

  • Consistently grows distribution through partnership and collaboration 

  • Focuses on creating solutions for marketplace utilizing:

  • Proprietary investment evaluation technology 

  • 3(38) Specialization 

  • Retirement Plan Expertise

Multiple Employer Plan(s), Pooled Employer Plan(s), Group Plan Solution(s), and other unique packaged retirement plan programs are needed in the retirement plan community to ensure employers and employees are prepared for what the future may bring.

LeafHouse offers expertise at every level to support PEOs, Employers, and their advisors looking to offload fiduciary liability while creating scalability and cost-effective retirement solutions. 

 

By partnering with LeafHouse you can leverage the firm’s scale and access:

  • Lower Cost Share Classes

  • Leveraging existing investment company relationships

  • Field sales support

LeafHouse partnerships lead to:

  • Expanding distribution networks

  • Supporting new clients

  • Increase efficiency and effectiveness

  • Maintain seamless block business transitions

  

Packaged solution partnerships that grow together:

*More option packages are available.

  • AmericanTCS

  • Ameritas

  • Association of General Contractors

  • Empower

  • Franklin Templeton

  • Fringe Benefit Group

  • John Hancock

  • NOVA

  • The Platinum 401(k)

  • Transamerica

  • Voya

Contact LeafHouse to learn how to build a solution to serve your group today.