Our Services - Leavitt Retirement Partners

Company Retirement Plan Services

A Modern, Holistic Retirement Strategy

Leavitt Retirement Partner’s independent consultants collaborate with employers to build retirement programs that are both adaptable and aligned with long-term business goals—delivering real value to employees and driving organizational success.

Our services include:

Investment oversight and fiduciary guidance.

Strategic plan design and operational support.

Vendor evaluation and performance benchmarking.

Employee financial education and engagement.

Corporate wellness initiatives.

Defined benefit advisory and investment consulting.

Pension de-risking, annuity placement, and termination strategies.

PLAN SPONSOR SERVICES

Stay Ahead of Regulatory Change

The world of retirement plan regulation is constantly shifting for plan sponsors, advisors, and their supervising firms. Increased regulatory scrutiny from the Labor Department, as well as litigation against plan sponsors, has placed a spotlight on plan operations, procedures, and documentation.

Leavitt Retirement Partners provides plan fiduciaries with comprehensive consulting services to help them create competitive, holistic plan designs that address company goals and help drive participants working toward retirement readiness.

Our team of professionals provide plan design assistance and guide plan sponsors through the ever-evolving retirement plan landscape. Our services include investment advisory and fiduciary services for retirement plans, including 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans.

Worksite Benefit Integration Support
Human Capital Risk Management Support
Holistic Financial Wellness Strategies
Defined Contribution, Defined Benefit, and Cash Balance Plan Design Assistance
Vendor Search, Benchmarking and Management Support
Plan Transition Coordination
Plan Optimization
Investment Policy Statement Preparation Assistance, and/or Review
Investment Oversight – selection assistance, monitoring, reporting and open architecture investment structure guidance
Fiduciary Training
3(21) & 3(38) Fiduciary Services
3(16) Outsourcing Guidance
Custom Model Portfolios
Assist in Identifying Qualified Default Investment Alternative (“QDIA”)
Target Date Fund Consulting

BENEFIT INTEGRATION

Unlock the Full Power of Your Benefits

When employees unlock the value of all their benefits, they can spend less time worrying—and more time working.

A personalized holistic approach to workplace benefits provides employees with individualized guidance on the allocation of their benefit dollars across the entire range of benefit offerings.

A COMPLETE SOLUTION

PARTICIPANT SERVICES

Support Employees Beyond Retirement

Today’s employees face complex financial challenges—from balancing retirement savings with home purchases and education costs, to managing student loans, healthcare expenses, and insurance needs.

Leavitt Retirement Partners understands these realities and equips retirement plan sponsors with the tools and guidance to help participants achieve financial confidence and long-term wellness.

We provide:

Tailored guidance on allocating benefit dollars across retirement and risk management solutions.
Customized financial wellness programs with education on budgeting, goal setting, and planning for a successful retirement.
One-on-one consultations for personalized support.
Social Security optimization strategies.
Student Loan Repayment Programs (SLRPs) to ease financial strain and improve savings potential.
Employee transition services for those moving into retirement.

By combining education, personalized guidance, and practical solutions, we help employees make confident decisions today that lead to better retirement outcomes tomorrow.

WEALTH MANAGEMENT

Expert Guidance. Smarter Financial Decisions.

Sound advice from a knowledgeable and experienced team dedicated to helping clients manage their financial goals

Financial Planning
Investment/Portfolio Management
Retirement Planning
Estate Planning
Simplified Investor Services
Asset Allocation
Growth Strategies
Income Strategies
Alternative Investments

EXECUTIVE BENEFITS

Executive Benefit Plans That Attract Top Talent

Recruit and retain the best and brightest.

The right talent can take your company mission and vision to new heights and help you achieve goals you didn’t think were possible. A well-structured executive benefit plan can be the differentiator you need to build that competitive advantage.

Executive benefit plans allow an employer to provide incentives to one or more select employees, which can offer more flexibility in plan design and resolve benefit-limitation issues.
Our team can help you select and design a cost-effective plan that meets your executives’ needs within the context of your goals, as an organization. We can also help you determine whether it’s advantageous to finance your plan with company-owned assets.

Plan options include:

Nonqualified Deferred Compensation (NQDC)
Plans 401(k) Excess Or Mirror Plans
Supplemental Executive Retirement Plans (SERPs)
Phantom Stock And Stock Appreciation Rights (SAR) Plans
Restrictive Endorsement Bonus Arrangements (REBAs)
Split-Dollar Life Insurance Plans
Supplemental Disability Insurance Plans
Executive Long-Term Care Insurance Plans

Contact Us Today!

See how Leavitt Retirement Partners can help you pursue your retirement plan goals

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), an SEC registered investment advisor. GRP, Leavitt Retirement Partners and LPL Financial are separate entities. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.