Intro / Overview

Since 1981, Cafaro Greenleaf has designed and managed retirement plans for large and midsize companies nationwide & institutions.

As a retirement plan sponsor, you face a number of critical responsibilities regarding your company’s plan. For instance you must comply with an evolving set of regulations. You must stay on top of investment trends. And you must build and maintain a retirement plan that provides real value to your employees—all while trying to manage a myriad of other daily responsibilities.

We understand those challenges and we are here to help you meet them.

We focus on what we do best, so you and your employees can focus on what you do best. Unlike many of our competitors, our business is entirely dedicated to retirement plans. Because of this exclusive focus, our knowledge of the industry is unparalleled.

We can help you manage your plan’s costs, maximize investment performance, educate your employees to make sure they get the most out of your plan and ensure your plan is constantly in regulatory compliance.