Corporate Retirement Plan Management
Taking the guesswork out of ERISA compliance and plan investments
Here’s how we help your company
Strategic plan management and fiduciary support
Investment selection and monitoring
Fee analysis and benchmarking
Plan design consulting and implementation
Our Service
Leadwood safeguards your business while empowering your employees, instilling confidence through clarity.
We fully grasp the significance and responsibility of looking after those who entrust and rely on you. Moreover, we recognize the challenges of providing an exceptional retirement plan for your employees amidst the ever-changing ERISA fiduciary landscape, which can be intricate and perplexing.
This is precisely why you require seasoned experts who are committed to liberating you from the intricacies and potential risks of managing a retirement plan independently. Our consultative strategy is further enriched by cutting-edge technology and methodologies, ensuring that you not only receive a top-tier plan, but also a comprehensive employee engagement experience.
Here’s how we help your employees
Coaching and advice from a Financial Planner
Retirement probability analysis
Quarterly check-ins (1-on-1 and seminar)
Pre-retirement financial planning checklist
What you can expect
Your first consultation with us is free so we can get an idea for what it is that you need in your corporate retirement plan. Once we hear what you’ve done to get you where you are currently, we begin putting together a strategy to get you where you want to go. You decide at that point if you want to move forward with engaging in our services and we move forward with getting you closer to your goals. The value of our services are simple and are as follows:
We apply a 1% annual fee billed quarterly for retirement plans with less than $5M plan assets
We apply a 0.75% annual fee billed quarterly for retirement plans with more than $5M plan assets