Compliance & Audit Support

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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 to Washington, D.C. regularly to speak with our nation’s lawmakers to keep informed of any regulatory changes and new legislation coming from Capitol Hill that might impact your retirement plan.

We provide updates on regulatory requirements through a variety of channels including webinars, mailings, emails, or announcements in our quarterly electronic newsletter. We will work closely with you to ensure that plan-specific changes are implemented effectively. Regulatory updates, when warranted, will also be a part of every investment committee meeting.

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