Plan Sponsor Services

The world of retirement plan regulation is constantly shifting for plan sponsors, advisors, and their supervising firms. Increased regulatory scrutiny from the Labor Department, as well as litigation against plan sponsors, has placed a spotlight on plan operations, procedures, and documentation.

Leavitt Retirement Partners provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness. Our team of professionals provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our services include investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.

  • Worksite Benefit Integration Support
  • Human Capital Risk Management Support
  • Holistic Financial wellness strategies
  • Defined Contribution, Defined Benefit, and Cash Balance plan design assistance
  • Vendor search, benchmarking and management support
  • Plan transition coordination
  • Plan optimization
  • Investment Policy Statement preparation assistance, and/or review
  • Investment oversight – selection assistance, monitoring, reporting and open architecture investment structure guidance
  • Fiduciary training
  • 3(21) & 3(38) fiduciary services
  • 3(16) Outsourcing guidance
  • Custom Model Portfolios
  • Assist in identifying Qualified Default Investment Alternative (“QDIA”)
  • Target Date Fund consulting

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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.