Feedback Is a Gift: Insights from Our Retirement Plan Clients

One of our mantras at Greenleaf Trust is “feedback is a gift.” Feedback is not always easy to receive, nor is it always easy to give. But continuous improvement requires it. That’s why we repeatedly ask our clients – how are we doing? Then, we listen.

Our Retirement Plan Services division provides administrative, fiduciary and investment management solutions for 159 employer sponsored retirement plan clients and over 18,000 plan participants across the country. Our full-service offering includes plan design consultation, back-office recordkeeping, participant education and support and independent investment management. We handle the complex administrative and regulatory requirements, allowing plan sponsors to offer a premier benefit without the operational headache. We recently asked those plan sponsor clients how we were doing and below is the feedback we received.

With over $1.5 billion in plan assets under advisement, we value the trust our clients place in us. Their feedback helps us celebrate what we are doing well while identifying opportunities to serve them even better.