Industry Affiliations

Our industry affiliations allow us to utilize their vast resources and services to deliver solutions that had traditionally only been available to larger companies. These resources and services include: sophisticated independent vendor search, benchmarking analysis, open architecture plan analysis and design, investment due diligence and comprehensive employee communications.

National Retirement Partners (NRP)

National Retirement Partners (NRP) dedicates itself to the retirement plan marketplace. NRP Member and Affiliate Firms provide advisory services for over 3500 retirement plans with assets in excess of $35 billion. NRP has over 100 member firm locations comprised of independent advisors that provide plan consulting, fiduciary best practices and investment due diligence to retirement plan sponsors and their participants.

Dorann Cafaro, our General Partner, is a founder and serves as Executive Vice President of NRP.

The American Society of Pension Professionals & Actuaries (ASPPA)

The American Society of Pension Professionals & Actuaries (ASPPA) is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work.

Cafaro Greenleaf, a member of ASPPA, has attended national conferences as an invited guest and panel speaker.

fi360

fi360 promotes a culture of fiduciary responsibility and improves the decision making process of investment fiduciaries.

All senior partners have earned the AIF professional designation.

The Institutional Retirement Income Research Council (IRIRC)

The Institutional Retirement Income Research Council (IRIRC) supports and facilitates a culture shift of defined contribution plans from savings plans to retirement plans through an independent, solutions-oriented approach. The council confines membership to key industry consultants and at least one qualified academic. The IRIRC promote retirement income adequacy for defined contribution plan participants to ensure lifetime financial security and shares its findings through various media with key decision makers.

Dorann Cafaro is a member of the IRIRC.

The Center for Due Diligence (CFDD)

The CFDD is an independent information and strategic services firm serving retirement plan advisors and the providers that support them. It focuses on providing unbiased resources, industry leading conferences, specialized training and online marketing services. As a non-political and non-committee driven organization, the CFDD can move quickly to meet the needs of its clients. Its efficiency and flexibility allow it to operate without debt, investors or the need for additional capital investment.

Dorann Cafaro is a frequent speaker and Steering Committe Member.