Company Retirement Plan Services

Employees today are navigating unprecedented financial pressures. Are you equipping them with the right tools to help them thrive—not just survive? A well-designed retirement plan can be the key to unlocking long-term security and unleashing their full potential.

Retirement plans aren’t just part of what we do—they’re all we do. We specialize in retirement plan solutions—including 401(k), 403(b), 401(a), 457(b), and 457(f)—for organizations of all types. We have the expertise and access to resources that others often overlook. That’s the advantage of working with a dedicated specialist. Because retirement planning is our core focus, we can offer access to specialized products and services that many general providers simply can’t match.

Is Your Company Empowering Its People? 

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What We Do

Supporting every step of the retirement journey from plan design to executive strategy

Company Retirement Plan Services
Company Retirement Plan Services
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Who We Serve

Experienced in serving the unique needs of specific industry sectors
PUBLIC SECTOR
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🌟 Next-Gen Retirement Solutions

Empower your workforce. Streamline operations. Elevate impact.

Starting today, organizations that embrace modern retirement plan design and innovative engagement strategies are building a more stable, productive future.

Automated Plan Design Features

Boost participation. Simplify decisions.

  • ⚙️ Auto-enrollment

  • 📈 Auto-escalation

  • 🔄 Auto-reallocation into age-based investments

These innovative features help employees stay on track with minimal effort.

Stable & Transparent Fee Structures

Know where your money’s going.

  • 🧮 Fee benchmarking

  • 🏢 Industry & geographic comparisons

  • 📊 Ongoing cost analysis

Ensure fairness and value with data-driven insights.

Integrated Technology

Less admin. More impact

  • 🧑‍💼 HR & payroll system integration

  • 📬 Automated communications

  • 📝 Streamlined enrollments & requests

Reduce manual work and improve employee experience.

Innovative Engagement

Answers when they matter most.

  • 📱 Mobile-friendly access

  • 🧠 Personalized financial guidance

  • 🤝 Real-time support for unique situations

Build trust and confidence in your retirement program.

Discover the Power of Our Pooled Employer Plan (PEP)

Simplify your retirement plan administration, reduce costs, and offer your employees a professionally managed 401(k) solution. Our PEP brings together multiple employers into a single, streamlined plan — allowing you to focus on running your business while we handle the complexities.

  • Lower administrative burden for employers

  • Competitive investment options and professional plan management

  • Enhanced fiduciary support and compliance oversight

  • Scalable for businesses of all sizes

Learn More About Our PEP
Net Promoter Score®

We work hard to earn your respect and gain your trust.

Our Net Promoter
Score

What is the Net Promoter Score?

The Net Promoter Score (NPS) measures customer

experience. The score is calculated using the answer

to one key question: How likely are you to

recommend our agency to a friend or associate?

Industry Net Promoter Scores according to questionpro.com

Leavitt Group
General Insurance
Brokerage & Investment Firms
Banking
Financial Services

0

25

50

75

100

Our Net Promoter Score

What is the Net Promoter Score?

The Net Promoter Score (NPS) measures customer

experience. The score is calculated using the answer

to one key question: How likely are you to

recommend our agency to a friend or associate?

Industry Net Promoter Scores according to questionpro.com

Leavitt Group
General Insurance
Brokerage & Investment Firms
Banking
Financial Services

0

25

50

75

100

National products, resources, and local trust.

National products, resources, and local trust.

What does national resources mean for you? You’ll have the wisdom of our far-reaching team and the support you need, such as loss control, training, negotiating power, underwriter relationships, claims management, employee benefits compliance, on-staff ERISA attorney, online enrollment and benefits management technology.

Privately held

We work to develop lasting client relationships and make long-term decisions with you rather than seeking only short-term results.

We bring together the best of both worlds.

What does national resources mean for you? You’ll have the wisdom of our far-reaching team and the support you need, such as loss control, training, negotiating power, underwriter relationships, claims management, employee benefits compliance, on-staff ERISA attorney, online enrollment and benefits management technology.

Privately held

We work to develop lasting client relationships and make long-term decisions with you rather than seeking only short-term results.

We bring together the best of both worlds.

Leavitt Group at a glance
Office locations
0 +
States and counting
0
Largest Independent Property & Casualty Brokerage*
0 th
Million in consolidated revenue
$ 0
Leavitt Group at a glance
Office locations
0 +
States and counting
0
Largest Independent Property & Casualty Brokerage*
0 th
Million in consolidated revenue
$ 0

*According to Insurance Journal, August 2025 issue.

*According to Insurance Journal, August 2025 issue.

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.

© Leavitt Retirement Partners, a Leavitt Group Company. All Rights Reserved.

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.

© Leavitt Retirement Partners, a Leavitt Group Company. All Rights Reserved.

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