Our Process

From plan design to implementation to administration, Cafaro Greenleaf can handle every aspect of your retirement plan:

Plan design

No two retirement plans are alike. We apply our 40-plus combined years of experience in retirement plan design to customize a plan that maximizes the benefits to your company, while ensuring fiduciary responsibility.

We work with you to create your plan “wish list.” Then we take as much of that wish list as possible and turn it into reality.

We stand firmly behind every retirement plan we develop, serving as
co-fiduciaries—a claim that many other retirement plan providers are unwilling or unable to make.

As a co-fiduciary for every retirement plan we develop, we have the same incentives as you—to keep your plan in full compliance with ever-evolving regulations, and to systematically monitor your plan’s investment options.

Because we share your fiduciary responsibilities, you can feel more secure knowing that we quite literally stand behind every plan we design.

Implementation

We don’t just design your plan. We’ll help you implement it, efficiently and cost-effectively. As part of the implementation process, we’ll provide you with an extensive due diligence file—so you can monitor every aspect of the plan and maintain all of the needed documentation.

Ongoing administration

Think of Cafaro Greenleaf as an extension of your HR department. Once your retirement plan is in place, we keep it operating smoothly and seamlessly. We’ll also stay on top of changes in the regulatory environment—making sure your plan remains compliant, now and into the future.

Participant support

We provide ongoing support to your employees thru in-person meetings and our toll-free hotline to make participation easy and give them the tools they need to take charge of their financial futures.

A continuous process

Designing an effective retirement plan isn’t a one-time event—it’s ongoing. We work closely with our clients to constantly monitor what’s working, what’s not and whether new regulations require plan adjustments. Then, we may recommend changes based on that information, communicate those changes to plan participants as needed and then monitor the changes to make sure that the plan is functioning as it should.

All at a reasonable cost

We have the in-house resources to manage every aspect of your company’s plan. That makes our services unusually cost-effective—especially when you consider our extensive experience, expertise and reputation.