Retirement plan solutions that are good for business and great for morale.

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.

Greenleaf Trust’s Retirement Plan Division earns consistently high marks in across-the-board client satisfaction. Click here for a summary of our 2018 survey results.