The selection of your retirement plan service provider(s) is one of the most important decisions you will make as a plan fiduciary. We believe selecting the right vendors requires a unique understanding of the industry and the leverage to negotiate effectively on behalf of our clients.
At Cafaro Greenleaf, our clients know what to expect from us – always balanced, objective and conflict free advice. We don’t sell any investment products and only receive our stated fee for overall retirement plan management as compensation.
When selecting and managing investment options for...
Cafaro Greenleaf designs, optimizes and administers the most appropriate, cost effective and legally compliant retirement plan programs that help you attract and retain the very best employees.
Good plan design provides the foundation for the ultimate success of your retirement plan benefit,...
Cafaro Greenleaf acts as a co-fiduciary, in writing, for every plan we consult on.
Therefore, we have the same goal as you—to keep your plan in full compliance with ever-evolving regulations, and to systematically monitor your plan’s investment options. We protect clients by ensuring a...
Helping our clients navigate the ever-changing regulatory landscape is simply part of our job as co-fiduciaries for every plan we consult on.
Cafaro Greenleaf’s lead plan consultant, Jamie Greenleaf, sits on the Leadership Council of the National Association of Plan Advisors (NAPA), and travels...
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