Who We Serve - Leavitt Retirement Partners

CORPORATE

Simplify Plan Management. Maximize Results.

Defined contribution plans are the mainstay of employer-sponsored retirement plans today. However, they place a significant degree of fiduciary responsibility on the plan sponsor.

Leavitt Retirement Partners can help, with a comprehensive array of services that strive to save you time and money, while maintaining compliance and increasing participant outcomes.

EDUCATION

Retirement Solutions for Educators

For colleges, universities, and school districts—both public and private—retirement benefits are a critical part of attracting and retaining talented faculty and staff. The challenge is offering competitive benefits while keeping costs sustainable. That’s where Leavitt Retirement Partners can help.

Our nationally recognized consultants bring deep expertise in retirement solutions and can deliver tailored strategies that balance employee needs with institutional goals—helping you provide value today while supporting long-term financial security for your employees.

NON-PROFIT

Retirement Benefits for Mission-Driven Organizations

Non-profit organizations thrive on purpose-driven work, but they also face unique challenges in attracting and retaining talent. Compensation often extends beyond salary, making retirement benefits a powerful way to recognize and support employees who dedicate themselves to advancing the mission.

We partner with non-profits to create retirement solutions that reflect organizational values while staying mindful of budget constraints. Leavitt Retirement Partners helps leaders design plans that reward commitment, promote financial security, and reinforce long-term loyalty.

Our expertise includes:

403(b) Plans for schools, churches, and tax-exempt entities under Section 501(c)(3).
457(b) Plans for state and local government entities.
Fiduciary guidance and compliance support tailored to non-profit governance structures.
Financial wellness programs that empower employees to align their personal financial goals with their passion for service.

With customized strategies, we help non-profits strengthen their employee value proposition—so they can continue focusing on what matters most: their mission.

PUBLIC SECTOR

Navigating Public-Sector Retirement Plan Transitions

Across the country, state and local governments are rethinking traditional defined benefit pensions, moving instead toward defined contribution or hybrid plans. While these shifts are driven by long-term sustainability concerns, the process is often complex—requiring careful attention to compliance, funding, and participant education.

Leavitt Retirement Partners brings deep expertise in guiding public-sector organizations through these transitions. Our consultants have extensive experience working with municipalities, state agencies, and other government employers on both defined benefit and defined contribution programs.

We help public-sector clients:

Navigate regulatory and fiduciary requirements with confidence.
Communicate effectively with employees to address concerns and build trust.
Design retirement solutions that balance fiscal responsibility with employee security.

By combining technical expertise with practical guidance, we make it easier for government entities to modernize their retirement programs while protecting the financial future of their workforce.

TRIBAL

Customized Retirement Solutions for Tribal Nations

With extensive experience serving tribal organizations, Leavitt Retirement Partners understands the unique considerations that come with sovereignty and self-governance. Whether a plan is tied to commercial enterprises or essential government functions, protecting sovereign immunity is central to supporting tribal interests.

We take pride in honoring each tribe’s history, culture, and traditions while developing retirement strategies that align with long-term goals. Our approach goes beyond plan design to include meaningful engagement with employees and members.

Our services include:

Customized plan strategies built around tribal governance and priorities.
Culturally informed participant engagement programs that educate and empower employees.
Hands-on support to reduce the administrative burden on employers.
Programs designed to strengthen loyalty to both the Tribe and its enterprises.

At Leavitt Retirement Partners, we are committed to helping tribal nations create retirement programs that respect sovereignty, support employees, and contribute to sustainable growth for generations to come.

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.