Retirement Plan Division

Greenleaf Trust provides a comprehensive retirement plan service offering that is beneficially different from our competitors. We oversee every component and regulatory requirement of your company’s qualified retirement plan. Our broad experience and extensive resources enable us to serve in a fiduciary capacity, thus ensuring that your plan is compliant, efficient, effective and worry-free. Employees will gain a better understanding and appreciation of their plan, and a higher likelihood of participating in it.

We offer a very competitive and transparent fee schedule in our comprehensive solution:

  • Full service offering
  • Participant (employee) education and guidance
  • Plan sponsor consultation
  • Independent investment platform
  • Fiduciary protection

Your employees’ hard-earned contributions and savings will be appropriately diversified and sensibly invested for long-term growth and preservation. Naming Greenleaf Trust as your plan provider is not only good for business, it’s great for morale.

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True Story

We got the call after hours: there was a leak in the 401(k).

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True Story

The concrete was cured. Ditto the headache.

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True Story

Doctor’s orders: lower stress, higher returns.

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True Story

From tool and die to retool and thrive.

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True Story

The CFO’s heart was in the right place, which told her the company’s 401(k) plan was not.

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