Our Services

Cafaro Greenleaf provides the depth of knowledge, the breath of experience and the access to information that Plan Sponsors need to fulfill their fiduciary obligations and develop and maintain a successful retirement plan with proven results.

Cafaro Greenleaf offers Plan Sponsors the resources and skills to better meet their fiduciary responsibilities.

    • Plan design review, impact of design analysis and recommendations
    • Cost analysis, fee transparency & benchmarking
    • RFP search services: Design the process, Selection of appropriate
      vendors, Guide the full process to a successful decision
      and implementation
    • Support in Developing Programs to Maximize Pre-tax Saving for HCEs
    • Preparation of Investment Policy Statement (“IPS”)
    • Unbiased Investment Selection & Monitoring
    • Audit support

Cafaro Greenleaf is a Co-fiduciary.

    • We provide Plan Sponsors with third party objectivity
    • Monitoring of Providers/Vendors
    • Compliance support
    • Due diligence meetings

Cafaro Greenleaf provides comprehensive education.

    • Fiduciary education to plan sponsors and their committee members
    • Participant education – in-person

Two service models

    • Registered Investment Advisory services
    • Broker of Record services

We are solely dedicated to the retirement plan business, focusing on solving Plan Sponsor’s problems and leveraging a Plan sponsor’s time while reducing their burden.