Participant Services

Today’s employees face many financial challenges. Competing for retirement saving dollars and home purchases, college education financing, student loan debt, healthcare costs, and disability and life insurance fees. Leavitt Retirement Partners understands this perspective and offers retirement plan sponsors the educational tools and support necessary to help plan participants gain financial wellness. Our multi-faceted services can include:


  • Tailoring guidance to assist in allocating benefit dollars across risk management and retirement products to address their unique needs.
  • Customized financial wellness programs and comprehensive educational meetings addressing budgeting and goal setting to assist employees in pursuing more successful retirement outcomes.
  • One-on-one consultations
  • Social Security optimization
  • Student Loan Repayment Programs (SLRP’s)
  • Employee Transition Services

Let's Talk

See how Leavitt Retirement Partners can help you pursue your retirement plan goals

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), an SEC registered investment advisor. GRP, Leavitt Retirement Partners and LPL Financial are separate entities. 

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© 2023 GBS Retire. a Leavitt Group Company. All Rights Reserved.