Retirement Plan Services
The proper management and administration of employer-sponsored retirement plans requires expertise, experience and discipline. Our team of retirement plan specialists is exceedingly well suited to service the comprehensive needs of employers, large and small.
Qualified retirement plans typically operate under one of two investment approaches: professionally managed or participant-directed. Defined benefit and defined contribution plans requiring professional investment management services are serviced using the same disciplined investment management process, and the same client-centric team model, as utilized for high net worth individuals, foundations and endowment accounts. For defined contribution plans with participant-directed investment features, Greenleaf Trust provides the highest level of fiduciary, investment and administrative services to address the varying needs of each plan sponsor—while also concentrating on the needs of plan participants. This participant focus is aimed at providing meaningful and relevant education, guidance and tools that benefit employees in the areas of financial, investment and retirement planning.
Our investment and research team plays a crucial part in the servicing of retirement plan clients. We believe our role as a plan fiduciary for participant-directed plans includes a shared responsibility with our clients to ensure that mutual funds offered through the plan are solid, high-quality funds recommended as a result of disciplined selection and due diligence. The structure around our due diligence process and reporting provides assurance for plan sponsors that they are fulfilling their fiduciary responsibilities with regard to mutual fund oversight.
Greenleaf Trust is committed to a model of service excellence that exceeds the expectations of plan sponsors and participants alike. Our team of recordkeeping analysts provides administrative and recordkeeping services for defined contribution plans in-house. We offer seamless day-to-day plan administration while addressing the important compliance testing and government reporting required for the various plans we service.